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Search for a specific customer

In Acteol CRM, you can search for a specific customer and have a direct route to their complete profile. You can instantly pull up and view a customer’s history, bookings, and interactions.

Fatma Abid avatar
Written by Fatma Abid
Updated over a month ago

You can search for a specific customer and view their details in your Acteol database via two methods:

Search for a contact via the home page from the contacts search shortcut

  1. From the Seach bar near your username, start by searching for a customer using their name or email address, then press enter.

  2. To view their details, click the edit icon by the relevant customer.


Search for a contact via the contacts search area in the single customer view module

  1. Click the Single Customer View icon, then click Search Contact.

  2. In the search area, add your customer details, then click the search icon.

  3. To view their details, click the edit icon by the relevant customer.

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