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Searching and sorting customers (Thirds)

Learn how to quickly find existing clients and organize your customer list.

Updated over a week ago

The Thirds tab contains every customer and supplier registered in TravelMind.
You can easily find a client or supplier by searching or sorting columns.

📌 Screenshot: [Customer search window placeholder]


How to search for a customer

  1. Open the Thirds tab.

  2. Use the search bar to type part of the client’s name, company name, or email.

  3. Press Enter or click Search.

  4. Matching records appear instantly.

💡 Tip: Partial searches work — typing “Ann” will find “Annette,” “Anna,” and “Ann Smith.”


How to sort customers

  • Click on any column header (e.g., Name, Email, City) to sort alphabetically.

  • Click once for A–Z, again for Z–A.

  • Sorting helps you quickly review all clients from the same company or region.


Export options

If activated by Admin, you can export the customer list for reporting or marketing (check internal privacy rules before exporting data).


When to verify client details

  • Before issuing any Travel Agreement or invoice

  • When you notice an outdated email or phone number

  • When merging duplicate entries

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