A search icon helps a sales agent search for customer details based on different criteria.
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It also automatically loads the customer list when the user navigates to the customer search tab.
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An agent can search for any customer:
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using Customer (Bboxx) ID/name/phone
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by location:
Agent shop
Global Search
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by Customer status: only one status can be selected at a time
by Agent filter:
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All: Agent customers + Portfolio
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With a customer ID
With customer phone number
With customer’s name