To get the best result when searching for a customer in OrangeCRM, try to avoid searching by the customer’s name. Spelling errors during the order entry process are common. Although you may have everything spelled correctly in your search, you might not find a match due to a misspelling on the customer record.

To increase your chances of finding a match, try searching for any of the following values instead of the customer’s name:

  • Customer GUID
  • Phone Number
  • Email Address
  • Street Address
  • Zip Code

For more basic and advanced search tips, please visit help.orangecrm.com > OrangeCRM Help Guide > Searching in OrangeCRM.