Filter
under review
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Nick Missiti
Add a search bar in order to find customers based of BDC/Sales
Drew Adler
under review
Drew Adler
Hey Nick Missiti - thank you for the feedback! This can be accomplished via the Mining tool. In Mining -> Mine Customers you can Add Filter and add Customer Sales 1 or Customer BDC and apply the filter.
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Nick Missiti
Drew Adler I mean in the sense of when looking a client up under their name, then being able to filter by BDC in order to find it. :)
Thank you for the help!
Shelby Parker
Hello Nick Missiti! I have a few more questions for you:
- What specific criteria should the search bar filter by within BDC/Sales?
- How frequently do you anticipate using this search feature in your daily operations?
- Are there any specific data fields or attributes that are most important to include in the search results?