Use the universal search box
Search for a job ticket number
Search for a ticket by entering that ticket number into the search box.
Find customers by searching for an email address
Search for a customer using their full or partial email address.
Here's some ways you could find the user [email protected]:
Search for [email protected]
Search for support
Search for detailbookie.com
Search for detailbookie
Search for partial text, like detailb
Find customers by searching for a phone number
Search using a customer's full or partial phone number.
Here's some says you could find the user who has (251) 300-4200 for a phone number:
Search for the whole phone number with or without formatting:
Search for 251-320-4200
Search for 2513204200
Search for +12513204200
Search for (251) 320-4300
Search without area code:
Search for 320-4200
Search for 3204200
Find customers by searching for their customer number
The universal search box has a special mode for searching by customer number.
Click the magnifying glass icon π to change search modes
Choose the customer search mode
Enter the customer number into the search box
Find customers by searching for a vehicle
The universal search box has a special mode for searching for customer vehicle traits.
Click the magnifying glass icon π to change search modes
Choose the vehicle search mode
Enter a vehicle search term, such as Tesla, RX-7, or Crestliner
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Don't search for Make and Model together. The Vehicle search only matches value from one trait at a time, like Make or Model.