In this article, we'll cover;
Overview
When dealing with customer queries, it will be required to search for customer records.
Customers records can be searched on;
- First name
- Last name
Searching for customers
- From the Sugarcoat platform, go to Customers
- Add your search term into the Customer field
- Click Filter
Filtering for customers
You can also filter customer records by;
- Customers that allow marketing
- Customers that have created an account