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Panel search by customer information
You can search for a panel on the Panels page using the following information that is on the INFO tab:
• Customer name
• Customer email address
• Customer phone number
• Customer address
• Any comments posted on the INFO tab
For example, you can search for the panel in the following figure that contains the comment, short remark. For more information, see Panel in Panel search by customer information and Comment in Panel search by customer information. If you type short remark in the search bar on the Panels page, the search results display the panels that contain the comment in the INFO tab of the panel. For more information, see CUSTOMER INFO in Panel search by customer information.
Figure 88. Customer information on the INFO tab
Callout | Name | Description |
1 | CUSTOMER INFO | Information about the customer that users can edit on the INFO tab. |
2 | Comment | A comment that a user enters. Click EDIT to leave a comment. |
Figure 89. Searching for panels with customer information
Callout | Name | Description |
1 | Comment | Type a comment to search the Panels page for any panel with the same comment left in the panel's INFO tab. |
2 | Panel | Panels that contain the search term in the panel's INFO tab appear in the search results. |