📝 How do I search for Additional Names of customers?

Jake
Jake
  • Updated

Question

How do I search for Additional Names of customers?

Answer

Within CRM > Parameters > Dealer Parameters

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Parameter Type - Additional Names

  • Each Additional Name the User Description can be updated.
  • Each Additional Name can be Marked as Active.

If this isn't marked as Active - This will not show.

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Note: Activating an Additional Name includes having an additional Company Name.

Now within CRM > Enquiry, you will see the additional names search fields available to use:

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