Quick Search Overview
The quick search box provides results based on the user's Customer Search access set in User Management.
User = Quick search results will only return customers assigned to the user.
Team = Quick search results will return customers assigned to the user and customers assigned to the user's team members. (See Creating a Team for more information on teams.)
Store = Quick search results will return customers assigned to any user within the store.
Note: Users with "Team" or "Store" Customer Search access will not have access to modify customers assigned to other users without having "Team" or "Store" Data Access.
Providing Users the Ability to Search All Customers in Quick Search
Required Permission: Expert User
Click on your user account button and select Store Settings.
Select User Management from the menu on the left.
Select the user you want to update.
Click on the Permissions tab.
Under the Customer Access setting Customer Search box select Team or Store for the search access depending on what they need to be able to find using Quick Search.
Click the Update button at the bottom.
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!