Xero Quick Fixes 2 – How to search for a customer by phone number or primary name

Add a contact as usual under Contacts;

1. Check you have got the information you are searching by (phone, email etc)
2. Go to top right corner of panel and click on a loop. It will not work on a demo version.
3. Now you can search by phone or email, or other identification.

I hope you found this tutorial helpful! You can watch a video tutorial below.

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