By default, the Customers tab lists customers assigned to you. Additionally, you can access customer records:
Note: Ability to view, create, edit, and delete customer records are available to you if your administrator grants privileges.
You can search and retrieve customer records using basic or advanced search.
Basic Search: enables you to search for customers by last name AND/OR email address. Click Search to retrieve a list of all customers.
To perform a basic search for customers:
Click Customers tab.
Click the Search link.
The displays the basic search tab.
Click Search to retrieve all customer records.
Perform any or all of the following:
A list of customer records matching the search criteria displays.
Advanced Search: enables you to search for customers by any field defined in the customer record. You can create nested queries by using AND logical operator. Also, you can look for multiple values for a field of pick list data type.
Use the advanced customer search feature to search for a larger set of both default and custom customer fields than are available in basic search. To perform an advanced search, click Advance link from the simple search window.
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