Using the advanced search option in Customer Management (CRM) allows you to use a date range in your search, it also allows you to narrow down your search even further if you run out of search fields in the main CRM screen, and it has search tools that are not available on the main CRM screen. To access the Advanced search feature, select the Advanced search button on the main CRM screen. Once in the advanced search screen there are a series of buttons offering search category choices. Each button brings up a new screen with options to refine your search.
Codes and Dates:
For more information on the IRW select field, see Tasting Room Sales Reporting. For the sales tax, shipping, club shipping, wine preference, price type, and source code you have the option to include or omit certain codes. For example if you want to include members with certain shipping codes you would select I and then in the field next to it you can select the shipping codes by either typing them in with a space between each code or clicking on the glyph and selecting from the look up. To select the codes you want to include, double click on the codes from the available items so they are moved over to the selected items.
Once you have selected the items you can continue to narrow down your search criteria with any other field on the page or you can move on to another tab on the bottom of the page and select more criteria for your search. If you are done, select the Done button and then select Refresh on the main screen to get your search results.
Whenever the screen needs to be refreshed to update your search criteria the Refresh button will be red and it will say Refresh needed. Also, note that any time you are using the Advanced search filters, the Adv Search button on the main CRM screen will be red and it will say active. This is just a reminder to clear your advanced search filters in case you need to do another search. If you do need to do another search and need to clear your filters, select Adv Search and select either Clear this Filter or clear All Filters. If you select Clear this Filter it will only clear the filter of the page you are on.
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