{"id":4474,"date":"2026-01-10T05:40:14","date_gmt":"2026-01-10T05:40:14","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4474"},"modified":"2026-01-10T05:40:14","modified_gmt":"2026-01-10T05:40:14","password":"","slug":"finding-a-customer-account","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/finding-a-customer-account\/","title":{"rendered":"Finding a Customer Account"},"content":{"rendered":"<p>By default, recent customers accounts are listed on the page. However, you can search\/find a customer using the search icon, then filter your search parameters by date\/period of account creation, any text or part of the customer name or details.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31508\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-050101-115-example.png\" sizes=\"(max-width: 642px) 100vw, 642px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-050101-115-example.png 642w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-050101-115-example-297x300.png 297w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-050101-115-example-90x90.png 90w\" alt=\"\" width=\"642\" height=\"649\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>For example, if I am to search for a customer with account name as \u201cEmma\u201d I simply click the \u201cSearch\u201d button, select \u201cCustom Search\u201d, then I enter \u201cEmma\u201d on the search box as tick the \u201csearch\u201d option. The image below portrays this explanation<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31513\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-051423-131-example.png\" sizes=\"(max-width: 697px) 100vw, 697px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-051423-131-example.png 697w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-051423-131-example-300x262.png 300w\" alt=\"\" width=\"697\" height=\"609\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The search will list all customers account with the name \u201cEmma\u201d with other distinguish details such as phone, email, date of creation e.t.c, then you select the appropriate record you want to.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>By default, recent customers accounts are listed on the page. However, you can search\/find a customer using the search icon, then filter your search parameters by date\/period of account creation, any text or part of the customer name or details. &nbsp; &nbsp; For example, if I am to search for a customer with account name [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4474","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":123,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Finding a Customer Account - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/finding-a-customer-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Finding a Customer Account - Profitaa\" \/>\n<meta property=\"og:description\" content=\"By default, recent customers accounts are listed on the page. 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