Newline CRM - Customer Search and Contact Features

Newline CRM - Customer Search and Contact Features


The customer search functionality works in the same way as NAS


  • Using the # key you can filter by Name#Initials#Address
  • Within the customer contact window you can Phone, SMS Text, Email your client.
  • Nearby Customers shows all of the people who are in your customer database who reside near to your chosen client.


  • Add Notes, and Activity Log are covered in a separate topic.
  • Customer Trade History is also covered in a separate topic.

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