Follow the steps below to search for customers by city.
- Click on CRM > Customers
- Click the three vertical dots (ellipsis) to the right of the ’City’ column
- Hover over filter
- Click on the ‘contains’ drop down and change this to ‘is equal to’
- Type in the city
- Select the filter button
You will now see all your active customers in that city (in our example we have 23 customers that live in Chagrin Falls)