Set the Default Fields Under the Results tab of a Saved Customer Search

 

To set the default fields under the Results tab of a Saved Customer Search, please see the steps below.

1. Navigate to Lists > Search > Saved Searches > New > Customer.

2. Navigate to the Results tab, select/add the fields that you would like to show as your default fields.

3. Navigate to the Available Filters tab, set at least one filter and select Show in Footer box. Click Add.

4. Select My Preferred Search Form box. Click Save.

To view the preferred form, navigate to Lists > Relationships > Customers > Search. Click Create Saved Search button.

Note:  This preferred form is not applicable when you navigate to Lists > Search > Saved Searches > New > Customer.