Locating a customer record is easy using the CRM's Customer Search Page. First, click on the Customer tab on the left of your screen, then Customer Service.
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Using the fields at the top of the screen you can search for customers using a number of different fields including: name, order id, order status, email address, phone number among other option when clicking Additional Filters. Just enter the search terms in the text fields and click Search Orders to view the results of your search.
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