Search For A Phone Number

Modified on Wed, 8 Apr at 10:52 PM

Search For A Phone Number

Overview

This article explains how to search for a customer record using a phone number within the Customer List. By using the Phone Search feature, you can quickly locate a customer by entering their full phone number, including the area code.

How to Search for a Phone Number in the Customer List

Step 1: Start the Search

From the Customer List, click the Searches Icon.

The Customer List with the Searches Icon highlighted.

Step 2: Select Phone Search

Click on Phone.

The search type menu with the Phone option highlighted.

Step 3: Enter Number

In the Customer Telephone Number field, enter the full phone number, including the area code.

The Customer Telephone Number field

Step 4: Execute Search

Click OK.

The search dialog with the OK button highlighted to execute the search.

⚠️ Important: If no customer data appears, the corresponding check may not be posted in the database. In this case, please instruct the customer to contact their bank to run a trace on the check.

Was this article helpful?

No Yes

Need Help?

Our Customer Success team is here to assist you with any questions.

Email: customer.success@alarmbills.com

Phone: 847-405-9517 x1