Find a customer and review their details

1. Open Contacts#

Select Contacts from the main menu and open Smart Lists. Check that you are viewing the correct business.

2. Search for the customer#

Use Search contacts. Try the customer’s name, phone number or email. If the name is common, use the phone number or email to narrow the match.

3. Confirm the match#

Select the matching name. Compare their phone number or email before using the record. Then review the contact details, conversation and Notes for the current request.

Example: Two customers named Sam#

The caller says their name is Sam. Search using the number they called from, then confirm their email or another known detail. Open the matching record rather than choosing the first Sam in the list.

No matching result?#

• Clear the search and try another identifier. Check for a mistyped email or phone number.
• Remove active list filters that could hide the person. A saved list may show only part of your contacts.
• Check the business name. Customer records belong to the selected business.

Do not create another contact just because a search is empty. If the record should exist, ask your usual Hanna Group contact to help locate it.