Find a customer.

Open Customers, type part of the customer's name or phone number into Search name or phone…, and press Apply. Click the customer in the list to open their page.

Steps

1. Click Customers in the menu.
2. Click in Search name or phone… and type a name or a phone number. Part of a name is enough, and capital letters do not matter.
3. Press Apply or the Enter key. The list now shows only the customers that match.
4. Click the customer's name to open their page.
5. To see everyone again, clear the search box and press Apply.

Good to know

You can type a phone number the way you would write it, with or without dashes, spaces or a leading +1. JobField compares the digits, so the number finds the customer however it was saved. Part of a number works too, such as the last four digits.

The search looks at names and phone numbers only. It does not look at addresses or email.

The newest customers are at the top. The list shows 50 customers at a time, and you can pick 25 per page or 100 per page next to the search box and press Apply. Use ← Prev and Next → at the bottom to move between pages. If you see No matches, check the spelling or type fewer letters.