How to Search for a Customer in Odoo

This module covers the process of finding an existing customer in Odoo, ensuring accuracy by verifying details directly with the customer on the phone. The search begins in the Customer Screen of Odoo, where you’ll use the customer’s phone number from Ring Central as the primary search input.

Steps include:

1. Copying the phone number from Ring Central and placing it in the Odoo search bar.
2. Selecting the search option that matches the phone number to quickly identify any existing records.
3. Verifying key details like the customer’s name, phone number, email, and address over the phone to ensure accuracy.

The module emphasizes the importance of confirming customer information and introduces tools like the Tracing Screen, accessible from the customer card, to review related information. If no customer card matches the search, users will learn to create a new customer card in the next module.