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Users have a variety of methods to search for existing customer records to see if a record exists and review customer information. In addition, when a record is selected the search results will conveniently be displayed to allow the user to quickly switch between multiple records. By default, the customer module will display customer records that have recently been viewed.

Step-by-Step Guide

There are two ways to search customer records; Quick Search, and Advanced Search.

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Quick Search

1. The quick search is used by typing text in the search box and hit "Search". It checks the entered text against applicable fields on ALL customer records and will return any possible matches.

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2. When the entered text matches more than one field users will see multiple results.

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   Note After listing exact matches there will be other relevant results that may help users find what they need.

   
   

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Advanced Search

1. Perform more in-depth searches by expanding the advanced search dialog.

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2. The advanced search allows users to specify values for fields.

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3. Click search and the customer record fields matching will be listed.

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   Info 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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