Saved Searches – Easily Assign Partners to Customer Records

Using saved searches and the inline edition function, you can quickly assign partners to your customer records.

To generate the saved search:

1. Go to the Reports drop down

2. Go to Saved Searches

3. Go to All Saved Searches

4. Select New

5. Select the Customer search type

 

1. Enter a name for your saved search

2. If no Criteria are needed to narrow your search results, go to the Results tab

3. Add the Partner field

4. Click Save & Run

 

1. Switch the Inline Editing function to ON

2. You can now select the appropriate partner for each customer record, from the partner drop down. This will save the change against the record automatically, once it’s select from the drop down

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