Looking up customers by phone number

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Q: When entering a new reservation, is there a way by to search for a customer by telephone number first rather than last name?

 

A: You can search by phone # but it takes a couple extra steps:

 

1. In New Reservation, click Find Customer (or press Alt-F).

2. Make sure the Filter-by has "Phone Number" selected.

3. Enter part or all of the phone #, and press Enter.  Note: enter only digits, no punctuation.

4. Double-click on the customer found (or just press Enter if the correct customer is highlighted).

 

 


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