Finding a customer quickly matters when you`re on the phone with them or need to check their order history. The customer search tools let you filter your full customer list down to exactly who you`re after.
What you can do here
- Search by name, email or phone to find a specific customer.
- Filter to show only customers who have joined (registered an account).
- Filter to show only customers who are locked out of their accounts.
- Filter by Members Level.
- Filter to show business customers only.
Step by step
- Go to Customers in your dashboard.
- Type a name, email or phone number into the search box and hit search.
- Use the filter options to narrow the list further, such as by Members Level or account status.
- Click on a customer from the results to open their full record.
Tips
- You can adjust how many results show per page (50, 100, 250 or 500) if you`re scanning a long list.
- If you can`t find a customer, double check the spelling of their name or try searching by email instead.
Ask the assistant
The AI assistant can help you manage this directly. Try:
- "Find the customer with the email jane@example.com"
- "Show me all customers locked out of their accounts"