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Search By Customer Phone Number#4447

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Adding a customer lookup by phone number would make the system much faster and easier to use. Phone numbers are unique and are usually the first piece of information available during calls or texts. This feature would help staff quickly find customer accounts, service history, addresses, invoices, and appointments without needing the exact spelling of a customer’s name. It would also reduce duplicate profiles, save time for dispatchers and technicians, and improve overall customer service efficiency.

a month ago