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Using Customer Information To Find Them Within ZenMaid
Using Customer Information To Find Them Within ZenMaid
Natalia avatar
Written by Natalia
Updated over 3 months ago

Summary:

  • ZenMaid has made it easier to search for your customers from the Contacts page. Here’s a guide on how to use your customer’s name, phone number, or email address to find them.


1 - Accessing The All Contacts Page

  • From the ZenMaid Dashboard, hover your mouse over Contacts and select All Contacts.


Searching From The All Contacts Page

  • On the All Contacts page, enter the information you want to search for in the Search bar.

  • You can also use the filters to narrow down your search.

Side Note:

  • You can use a customer's first name, last name, phone number, or email address in the Search bar.


2- Accessing The Instant Search Feature

  • The Instant Search feature can be found on all pages in ZenMaid (except for setting pages)

  • Just like the Search bar on the All Contacts page, you can use a customer’s first name, last name, phone number, or email address, along with many other details!


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Updated by Ivan D. on 08/23/2024.

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