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These docs are for v2023.11. Click to read the latest docs for v2024.08.01.

Finding a customer

Applies to roles:

System Administrator Customer Service Sales Agent Finance
  1. Select CRM
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  1. Search for your customer using one or a combination of search options.
  2. Select Search or press Enter to continue

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Partial search

You have the option to do a partial search using a post/zip code, first name, last name, email, phone, username and payment details.


Using Advanced Search

  1. Search for your customer using one or a combination of search options.
  • Customer reference number
  • Vimond ID
  • Email
  • Username
  • Payment method - this will be the payment method registered by the customer when they signed up or purchased a product. This will be a credit card number or bank account number. You can search using the last 4 digits or the full number.
  • Order ID
  • First name
  • Last name
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