How to find a customer

Searching for Customers in Swim

Swim provides multiple ways to search for customers:

• Global Quick Search 
• Customer Quick Search 
• Find Customer Page

Global Quick Search

If you know the customer's first or last name, you can use the Global Quick Search feature to quickly find a customer. Here's how:

1. Click in the Quick Search bar at the top left of Swim.
2. Type in the customer's first or last name.
3. Hit enter or click the magnifying glass icon.
4. If the customer's details are valid, you will see their entry under the "Customers" heading. Click "View Customer" to access their details, which you can view and edit as needed.

Customer Quick Search

The Customer Quick Search is similar to the Global Quick Search but saves you time if you're already in the Customer Menu. Here's how:

1. Mouse hover the "Customer Menu"
2. Click in the search bar shown.
3. Type in the customer's first or last name.
4. Hit enter or click the magnifying glass icon.
5. If the customer's details are valid, you will see their entry in the list of customers, along with any similar customer names. If the details are not valid, you will be taken to the Find Customer page (see next steps).

Find Customer Page

Here's how to use the Find Customer page to search for customers:

1. Mouse hover the "Customer Menu."
2. Click "Find Customer."
3. Using the search fields, type in the information that you know about the customer. You can use any of the fields with full or partial details (e.g. you can enter just part of the name if you're unsure of the spelling).
4. Click "Search."
5. If the customer you're looking for is shown in the list, click the View Customer icon. To start a new search, click the Clear icon.