Advanced Searching Overview

customertrax 1. Handle CRM 1.0

Handle advanced search gives you the ability to quickly create lists. Any saved lists can be accessed in the web application or via a mobile device on or offline.

You can search, report, export, map, edit, schedule delivery to your email, and send to Target or MailChimp.

  1. Select the module to search from Navbar
  2. Create an Advanced Search/List

Your saved lists for each module will be available as short cuts from the Navbar.

customertraxAdvanced Searching Overview