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Searching For a Customer or Organization
Searching For a Customer or Organization
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 6 months ago

Searching For a Customer or Organization
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To look up a Customer or Organization type in Recreation, click the top drop down menu, press "Customers" and then Search.
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You have the ability to search for customers by the following fields:

  • First and/or last name (must have at least 2 characters)

  • Email address (must have at least 3 characters)

  • Customer ID #

  • Card ID #

  • Organization Name

Under "More Options":

  • Phone # (must have at least 4 digits)

  • Company Name (option on Customer profile page)

User-added image


Once you have typed in your search criterion, the results will appear below. If nothing matches what you are looking for, you can see an option to "Create Customer".

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