Find a contact

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

 

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You will need to select "Customer File" then "Search" as follows:

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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".

 

customer_card.jpg

 

CRM360 allows you to carry out searches on several fields.

It is possible to search from:

  1. ID/ Card number
  2. Email / Mobile
  3. Company
  4. Last name / First Name
  5. City / Postcode
  6. Country

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If there are several results, a list will be displayed, each contact can be clicked to access their customer file:

 

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