Logging an order, refund, booking or escalation used to mean typing the customer’s name, email and phone number again every time, even for someone you deal with weekly. Worse, a single typo in the email created a second record for the same person, and their history then sat split between the two with nobody able to see the whole of it.
All four forms now start with a search box over your customer list. Type a name, an email or a phone number, pick the person, and the record is attached to them. If they are not on your list yet, add their details there and they are added to it when you save. Every customer also has their own page now, showing their details, your own custom fields, and everything they have ever ordered, booked, been refunded, escalated, called about or sent you as proof — in one place instead of six.
What changed
The customer picker connects new operational records to people already on your list. It appears when logging an order, refund, booking or escalation, so staff can find the customer before entering the new work.
A name, email address or phone number can locate the existing profile. Selecting it keeps the new record attached to the same history instead of treating each interaction as a fresh set of contact details.
Before and after
Before this update: Each form required retyping the customer’s name and contact information. A typo could create a second record and split the history between profiles.
With this update: The forms start with a customer search. Existing customers can be selected, and a new customer’s details can be entered when needed. A customer page gathers the related activity in one place.
What it means for you
Search before adding someone new, especially when you already know they have dealt with the business. Confirm that the returned contact details match the person whose record you intend to create.
The picker reduces repeated entry but still depends on accurate data and selecting the right result. Finding a profile is not permission to disclose its details to an unverified caller.