Search Your Clients using their phone number in WHMCS [STEP BY STEP]☑️
Today in this WHMCS tutorial you will learn How To View And Search Your Clients using their phone number in WHMCS. Before going ahead watch out the video to quickly learn how to find your clients using their number in WHMCS.
Follow the steps given below to View And Search Your Clients using their phone number in WHMCS:
Step::1 Select the first tab titled Clients, and choose View/Search Clients from the available drop-down options.
Step::2 After selecting View/Search Clients, a screen similar to below will appear listing all of your current clientele. Feel free to click on the ID, First Name, or Last Name of anyone listed to directly go into their summary page.
Otherwise, you can also choose Search/Filter to search for anything more specific.
Once you click on Search/Filter, you will be presented more specific fields to search by.
Client Name – type in the first, last or first and last to search a client by name
Email Address – locate a client by their registered email
Status – search for clients who are Active, inactive or closed
Client Group – create client groups, like VIP’s or first-30-days (as examples), and search accordingly
Currency – search clients who paid with a certain currency
Company Name – search clients under a particular company or business name
Address – locate by address
State/Region – locate by state or region
Phone Number – Search by a client phone number
Card Last 4 – Search by a clients last 4 of their payment method using credit card
Select Search when ready to check your current client base with your search parameters.
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