How to Find a Client?

When you need to quickly find a specific client among the entire database, global search helps find the needed information in a few seconds. This instruction shows how to search by name, contact details, and identifiers.

When It Will Be Useful

  • You need to find a client by name or surname.
  • You need to find a client by phone number or email.
  • You need to find a client by ID, visitor ID, Chat ID, or Customer ID.
  • In Without Contacts mode, you need to find a visitor by Chat ID.

What's Important to Know

  • Global search in the standard mode works across: Name, Phone, Email, ID, ID Visitor, Chat ID, Customer ID. The tooltip next to the Search field shows the full list.
  • Search works across the entire client database simultaneously.
  • Results are displayed in the clients table.
  • When Without Contacts is enabled, search works by Chat ID only — see View visitors without a client profile.

Before You Start

  • You are logged in with operator rights or higher.
  • You have navigated to the Clients module via Menu -> Clients.

Step-by-Step Instructions

  1. In the Clients module, find the Search field in the upper part of the page.
  2. Hover over the field — the tooltip shows which fields you can search by (Name, Phone, Email, ID, ID Visitor, Chat ID, Customer ID).
  3. Enter a search query. You can use any of these values:
    • name or surname;
    • phone;
    • email;
    • client ID;
    • visitor ID;
    • Chat ID;
    • Customer ID.
  4. Press Enter or click the search button — the table updates and shows only matching records.

Search in "Without Contacts" Mode

When the Without Contacts checkbox is enabled, the Search field looks up visitors by Chat ID only. Other fields are not used in this mode. For details, see View visitors without a client profile.

What Happens After

The clients table updates and displays only matching results. You can view the client card or perform other actions (in standard mode).

How to Verify Everything Worked

  • Check that the table updated and shows matching results.
  • If there are no results, check the correctness of the entered query.
  • Try searching by another field (phone, email, Chat ID) if the previous query did not return results.