Searching for customers

In this article, we'll cover;

• Searching for customers
• Filtering for customers

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
• Email

 

Searching for customers

1. From the Sugarcoat platform, go to Customers
2. Add your search term into the Customer field
3. Click Filter

 

Filtering for customers

You can also filter customer records by;

• Customers that allow marketing
• Customers that have created an account