Searching for a customer

Locating a customer record in CXM is a very simple process using the search field.

Searching in CXM

You can search for a Person Record using the following criteria:

  • Name
  • Part Name* (wildcard)
  • Email Address

Search results in CXM

Any Person Records matching your search criteria will be displayed under People on the search results page.

To view a Person Record click on the Name for the appropriate record.

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