This document provides step-by-step instructions for searching for a customer using the Taskistic platform.
Step 1: Access the Taskistic Platform
- Open your web browser.
- Visit the Taskistic platform by navigating to https://yourdomain.taskistic.com
Step 2: Navigate to the Customer Section
- Once you have logged in, look at the left sidebar of the Taskistic dashboard.
- Click on the “Customer” tab to access the customer management section.
Step 3: Search for a Customer
You can search for a customer using various criteria. Follow the appropriate steps below based on the information you have:
Search by Customer Name
Enter the customer’s name in the search field designated for “Customer Name“.
Search by Customer Email
Enter the customer’s email address in the search field designated for “Customer Email“.
Search by Customer Phone
Enter the customer’s phone number in the search field designated for “Customer Phone“.
Step 4: Execute the Search
Once you have entered the desired search criteria, click on the “Search” button to display the search results
