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Searching CRM records


You can search for users and organizations from the search bar in the agent interface toolbar.


Advanced search for users and organizations

You can access advanced search for users or organizations from the filter pane when the CRM app is selected.


Use the Type field to select if you want to search for People (users) or Organizations.

Note that if you enter values for more than one of these properties, the results will include only users/organizations which match all your requirements.

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First published: 23/03/2017

Last updated: 23 Mar 2017 by Colin Dunn