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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.

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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.