Skip to main content
Skip table of contents

Save your Customized Search and Sort By Criteria

Reference No: 26100

(V 02.00.19-00)

You can create an save custom Search criteria and Sort By options for searching in the Customer - Contact search window by using the User View feature, as shown in Figure 1.0.

image-20240717-154610.png

User View in the Customer - Contact Search Window

A User View can be set as the default profile for the logged-in Employee by selecting the Default check box from the User View section in the Customer - Contact search window. When a User View is set as the default view, upon opening the Customer - Contact search window the settings defined for that User View will be set as the Search criteria and Sort By options.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close