Saturday, February 23, 2019

Create Customer Saved Search to show Customers' Addresses Internal ID

  1. Users can see the Customer's Addresses Internal ID if "Show Internal IDs" preference is enabled.
  2. Navigate to Home > Set Preferences > General tab > Defaults > Show Internal IDs = Checked > Save.
  3. View a Customer record > Address tab > ID column = the Customer's Address Internal ID.
  4. To create a Customer Saved Search to see Customers' Addresses Internal ID follow the steps below:
  5. Navigate to Lists > Search > Saved Searches > New.
  6. Click the Customer link.
  7.  Rename the Search Title.
  8. Under Results tab > Columns subtab > add the following Fields: Address, Address Internal ID
  9. Click Save & Run.

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