πŸ“ CRM Customer User Defined Field Search

Angharad Whitburn
Angharad Whitburn
  • Updated

To enhance the CRM Enquiry Search, users can search with a User Defined Heading.

Within:

CRM > Parameters > Dealer Parameters > General 

You can select the parameter for Customer User Definable Headings.

You can create the headings within here:

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Once created you can select if this will appear within the CRM Enquiry screen as a searchable field:

Only one of these can be active as a search field.

Once this has been set as active, it will appear as an additional search field within the the CRM Enquiry Screen:

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