Who is this article for?
Owners, managers, cashiers, and staff who need to locate an existing customer record.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Find a customer quickly in Customer Directory, so your team can identify the right profile before service, checkout, or follow-up actions.
Before you begin
- Make sure the customer profile already exists
- Confirm you are searching in the correct business or workspace
- Know which detail you are most likely to search by
- Make sure the team follows a consistent naming approach when creating profiles
Steps
- Open Customer Directory.
- Use the search field to look for the customer.
- Search using the most reliable available detail.
- Review the matching results carefully.
- Open the customer profile that looks correct.
- Verify the profile before taking action on it.
- Continue with the required service or customer workflow.
Troubleshooting
- The customer does not appear in search: Check spelling and confirm the profile exists.
- Too many similar results appear: Use the most specific available customer detail to narrow the search.
- The wrong customer was opened: Verify before editing or using the profile in service.
- The team cannot find customers reliably: Tighten the customer creation standard so profiles are easier to search later.
