To search for a contact, please connect firstly to the Customer module (Cf. Connection to the Customer module).
You will need to select "Customer File" then "Search" as follows:
Two options should be noted for consulting a Customer card.
1 / Either by clicking on the magnifying glass at the top right (option 2), then by selecting "Search contacts".
2 / Either in the "Customer File" menu, located on the left (option 1) by selecting "Search".
CRM360 allows you to carry out searches on several fields.
It is possible to search from:
- ID/ Card number
- Email / Mobile
- Last name / First Name
- City / Postcode
If there are several results, a list will be displayed, each contact can be clicked to access their customer file: