RENTALL offers multiple ways to search for a customer. This article will guide you through how to use the Search for anything bar to find a customer and searching from the Customers section.
Option 1 – RENTALL’s Search for anything bar
RENTALL includes a Search for anything bar at the top of every page that allows you to search for anything including rental agreements, reservations, customers and vehicles.
To search for a customer from the Search for Anything bar, simply click on it and enter the customer’s name.
Click on their name to open the customer details page.
Option 2 – Customers section
Follow the steps below to find a customer in RENTALL:
Click on Customers from the side bar. Note that if the sidebar is closed you can click on the RENTALL icon at the top-left to open the sidebar.
You can search for customers quickly by license number, name, or phone number.
More search fields can be accessed by clicking on Filter:
Click Search to return matching customers.