Customers

Find a customer record

1. Open Customer and search with the name, phone, vehicle, shop, or appointment details you have.
2. Open the matching row and verify the customer and service context before discussing the record with a shop.
3. Review any merge candidates alongside contact and vehicle details. A shared phone number alone does not prove two records belong to the same person.
4. Use the customer merge controls only after confirming the records represent the same person.
5. Use Users when you need a platform sign-in account rather than a customer service record.