Find a customer.

How search works

Just type in plain English — describe what you're looking for and we'll figure it out.

• 👤 Name — first, last, or full name (nicknames auto-expanded)Jim Smith, Bobby, Johnson
• 📞 Phone — any format, partial or full555-1234, (813) 555-0199
• ✉️ Email — full or partial email addressjohn@gmail, smith@
• 🚐 Unit — year, make, model, or any combo2024 Keystone, Montana, Forest River
• 📍 Location — city, state, or addressTampa FL, California, 123 Main St
• 📏 Proximity — find customers near a locationwithin 10 miles of Miami, near Dallas
• 🤝 Purchases — filter by transaction historybob who purchased a unit, smith who bought from TX
• 📋 Activity — find by type and timeframecustomers who texted today, calls this week, walk-ins yesterday
• 💳 Payments — search by loan/lease statuscustomers with 10 or less payments left, leases almost paid off
• 👤 My — filter to your own customers and activitiesmy leads today, my customers, my sales this month

• 🔗 AND (default) — combine terms to narrow resultssmith tampa keystone → must match all
• 🔀 OR — say "or" to broaden resultsbob or smith → matches either