Switchboard: Customer Search

Customer search has now improved in Switchboard! Previously, you were only able to search for a customer via their email address or phone number. Now, we’ve added a 3rd option - searching by the customer name. 

How does this new customer search work? 

Upon opening the Switchboard interface, you will see an updated customer search field with a drop down. To change the search criteria, click on the drop down and select the criteria you would like to search by:

• Customer Name
• Email
• Phone Number

 

There are two ways to select the search criteria:

1. On the Switchboard landing page

2. In the Switchboard header navigation bar

1. This allows you to search when you are on any page within Switchboard

 

Search

Upon clicking on your desired search criteria, you can input your search term. 

• If Customer Name is selected, then search by a customer’s name. For example, Jane Doe. 
  • Note: please ensure you are searching by a guest’s first and last name for the most accurate results returned. 
• If email is selected, then search by an email address. For example, [e-mail]. 
• If phone number is selected, then search by the phone number the guest provides that is either a new phone number or one associated with their account. For example, 212-555-1234. 

 

No Matches Found

If a customer name, email address, or phone number results in no matches found, then there was not an existing profile associated with the search term found. As a result, the below pop up will be displayed to prompt you to create a new guest profile. 

Clicking on Create will redirect you to the Customer page in Switchboard to create a new profile. This page has not changed and still requires a guest’s phone number, first name, and last name to create their profile. 

 

FAQs

How do I enable this new search?

No action is required on your end. Once we are ready to release this feature, it will be enabled for all brands using Switchboard as a default. 

When will the Customer Name search be available? 

This will be available to all Switchboard brands this month.