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.

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.
  • In the Advanced Search side panel, you can perform search operations for values in a particular field. It is a field-based search.