2024-1Q: [CRM] New Search options added to Customer Search Page

Three new search option have been developed and are available on the Customer Search page:


1 . Invoice Send Method and

2. Payment Method

Fig 1: 'Invoice Send Method' and ' Payment Method' Search on Customer Search PAge

 3. Comma Separated Search function

When selected, it allows you to enter multiple search terms in the serch box, sparated by commas, to find results that match any of the specified term. (for example, you can sesrch a list ov Invoicing ID's or Customer ID's

Fig 2: Comma Separated Search function

Once you have entered the search criteria required, you can Search this list and Download the serch results, email them to yourself, or send Mass mail / SMS to this list of customers

Fig 3: Search Customer list

Published Date: 18 Jan 2024

Updated date:  6 Mar 2024

Engineer: PD, AP

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