Search Customer

  • The Customers app allows users to perform two types of searches.
    • Simple Search
    • Advanced Search
  • In Simple Search, you can search using a search field located in the header bar. It takes a single search value as input, and all the records that have the input value will be displayed irrespective of the field.
    SimpleSearch-customers

Advanced Search enables users to perform searches for records with a value in a particular field. It can be multiple fields at a time. All the records with the added value in the selected field will alone appear in the search results.

  • Select the Advanced Search dropdown in the header bar to redirect to the Advanced Search side panel.
    AdvancedSearchIcon-customers
  • In the Advanced Search side panel, you can perform search operations for values in a particular field. It is a field-based search.
    AdvancedSearchSidePanel-customers