Find a contact

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To search for a contact, connect to the Customer module (Cf. Connection to the Customer module)

 

CRM360 allows research on several fields. It is possible to search from:

Identifier / Card number
Last name First Name
Email / Mobile
City / Postal code

 

customer_2.PNG

Note: The search on text fields is of the "contains" type. For example, if you search for the first name Théo, CRM360 will search the database for all first names containing the character string "Théo" (Théo, Théodore, Mathéo, etc.).

The results are displayed in the form of a table, the tiles of which can be clicked

 

fiche_perso.PNG

At any time, you can modify or make a new search by clicking onloupe.PNG

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