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The quick search is used by typing text in the search box and hit "Search" (magnify glass). It checks the entered text against applicable fields on ALL customer records and will return any possible matches. Users can search on things like first name, last name, or barcode.
When the entered text matches more than one field users will see multiple results.
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After listing exact matches there will be other relevant results that may help users find what they need. |
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Perform more exact searches by expanding the advanced search dialog.
The advanced search allows users to enter values for specific fields.
Click search and the customer record fields matching will be listed.
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When users perform an advanced search the query used will be displayed. Users can manually modify these or open the advanced search to adjust the parameters. |
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