Search customers based on a variety of other criteria such as how they were acquired, notes, associate, and more.
Fields and options on the Other Keys tab include:
| Acquisition |
Include customers based on how they were acquired (their first why-in) |
| Cust Type |
Include customers based on their type (this is a custom value, there are no defaults) |
| Custom 1 - 8 |
Include customers based on custom fields; these can be renamed in System Options |
| Notes |
Include customers with notes containing this text (only first 255 characters of each note is searched) |
| Notes Category |
Include customers that have notes matching this category |
| Group / Mailing List |
Include customers that are on specific groups or mailing lists |
| Referred By |
Include customers based on who referred them |
| Why In |
Include customers that match a specific why in |
| Assigned |
Include customers assigned to a specific associate |
| Last Merchandise |
Include customers whose last inventory purchase was made with a specific associate |
| Last Transaction |
Include customers whose last sales transaction was made with a specific associate |
| Entered By |
Include customers that were entered by a specific associate |
| Web Vendor |
Include customers that are tied to a specific external vendor, such as Shopify, Clientbook, Punchmark |
| Web ID |
Search for a customer based on their external vendor reference number |