How to search for records based on a number range in the Customers App?

Updated on May 9, 2020 05:58AM by Admin

Customers App is an excellent platform to manage your customer profile efficiently. Customers are essential for the smooth running of a business. Hence, their information must be handled with utmost care. Apptivo’s Customers App empowers businesses to search for customer profiles based on a number range. You can easily sort out a particular group of customers profile with this number range feature.

Steps to perform Advanced Search

Adding a Number Attribute in Master Layout

  • Before performing an advanced search, consider walking through the steps to add a custom number attribute to the Customers App.
  • Log into your Apptivo and navigate to Settings → Customize App → Master Layout → Customers.

  • The Master Layout will appear in the right pane.
  • Drag and drop the Number attribute from the Palette section to the Master Layout.
Number Attribute

  • Additionally, you can also rename the Number attribute from the Inspector tab. Click on the Number attribute in the Master Layout to view the corresponding Inspector tab.
  • Here, it is renamed as a Customer ID.
Inspector Tab

  • While creating or modifying customer profiles, the Customer ID will be present. You can feed the specific customer ID.
Create Customer

Performing Advanced Search

  • Since the Custom Number Attribute is created, select the Advanced Search feature from the Search bar in the Show All page.
Show All Page

  • The Advanced Search window appears. You can see the Customer ID attribute is available for search. The Advanced Search tool also allows you to search based on a number range.
  • So, there is no need to add the exact number. Instead, you can add a number range to find the profiles.
Advanced Search

  • On clicking the search icon, the records will be pulled out based on the specified number range.
Search Results