Searching CRM records

CRM

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

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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.

../_images/crm-advsearch-users.png

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.

Published: 23/03/2017

Last updated: 23/03/2017