Wednesday, October 31, 2018

Global Search an Existing Customer Record Produces No Results Found

1. Locate the customer record using the following steps:

  •             Navigate to Lists > Relationships > Customers
  •             Check the Show Inactives checkbox
  •             View = All

2. Check if the customer is set to inactive.

Solution: Once user confirms the customer is inactive, the following options are available to be able to use global search on this customer.

Option 1: Make the customer active by setting the Inactive checkbox to blank.

Option 2: Enable the Include Inactives in Global & Quick Search preference found at Home> Set Preferences> Analytics tab > Search section. This allows users to use Global Search customer records that are inactive.



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