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Home
Sales Solutions
B2B Sales App
Sales Rep App
Customer Order App
Catalogue App
App Store App
B2B Sales Portal
Integrations
Industries
Food & Beverage
Health & Beauty
Homeware
Fashion
Pricing
Case Studies
Resources
User Guide
Blog
App Downloads
About
Who We Are
Contact Us
Log In
Book a demo
Get Started
← Back to User Guide
How do I search for customers in the app?
Log into the Onsight B2B Sales app.
Tap on ‘Customers’ on the top of the screen. Your customer list will display.
You can search for a customer using any of the following fields:
Customer name
Contact Name
Contact Email
Contact Phone Number
Billing Address Line 1
Billing Address Line 2
Billing City
Billing State
Billing Country
Billing Postal Code
Shipping Address Line 1 (default)
Shipping Address Line 2 (default)
Shipping City (default)
Shipping State (default)
Shipping Country (default)
Shipping Postal Code (default)
To clear your search terms, tap on the ‘x’ button.