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tips:cannot_locate
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| - | ====== Cannot Locate Customer ====== | ||
| - | Sometimes you may have difficulty locating a customer in the CRM. If you are unsuccessful with //phone number, name, order ID//, and// email address,// you can click on **Additional Filters** to search by more data such as //Card Last4// (the last 4 digits of the card used to make their purchase). | ||
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| - | {{: | ||
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| - | If you are still unable to locate the customer, they have probably called the wrong company by mistake. You can recommend the following: | ||
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| - | * Check your credit card statement for a company name or phone number. | ||
| - | * Check the product for a company name or phone number. | ||
| - | * Ask your bank if they can help you identify who charged your card. | ||
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| - | If the customer says they got our phone number from their bank statement, please have them email a screenshot or photo to [email protected]. | ||
tips/cannot_locate.1774145694.txt.gz · Last modified: 2026/03/22 02:14 by 216.73.216.145
