Learn how to search customers on Toursoft

 

Instructions:

 

Steps to search customers:

  • Login to Toursoft with your email and password

 

  • On the sidebar on the left, select “Customers”


 

  • Near the top right, select “Import list”

 

  • Optional: Read the guidelines/view demo files

 

  • Select “Upload a CSV/XLS”

 

  • Browse your device and select the desired customer list CSV or XLS file
  • Upload the desired file and submit

 

Additional Notes:

 

Importing a customer list is a fast and efficient feature that will help you add multiple customers at once.

 

Related Article

Edit Customer G...

Set Customer Gender   [Sub]   Learn how to edit/update a customer’s gender in Toursoft   [Body]   Steps to edit a customer’s gender:  ...

Add Enquiry Sea...

Filtering Enquiries   Learn how to add an enquiry search filter in Toursoft.   Need to find enquiries of a specific type? We have filters that will help narrow down your search:...

Edit Customer C...

Setting a Customer’s Country   [Sub]   Learn how to edit/update a customer’s country of residence in Toursoft.   [Body]   Steps to edit a custom...