Please note this feature is only available on accounts with 10,000 or more customers.
Accessing the right information about your customers in a timely manner is especially important when managing a 10to8 account with large numbers of customers.
For this reason, we have optimized the search options in the customer database for accounts with more than 10,000 customers.
You will now have the ability to search for a specific customer record by either their name, email address, phone number, or customer tag as opposed to having only one search mode for all of those criteria.
If you need to look for a specific customer simply visit your "Customers" tab (please note you may see a different noun as per your specific sector category i.e. patients, students, clients). Once there, click on the little arrow next to the Search box, and select the preferred search option to get the list of all the search results.