Page Comparison

You can search and view customers in Crumbs using the home page.

In the main navigation bar, click the Apps menu and choose Crumbs.

Searching for customers

To search for a customer, simply enter text in the Search search box at the top of the page. The page will react instantly as you type by showing filtering and refreshing the list of most relevant results.

Your search term is matched against the following fields:

• Name
• Main Contact
• City
• Country

You can also add other search criteria, like Main Contact, City, and Country, by using the field filters next to the search box. If there are existing filters applied, click the Clear filters button to reset the search criteria.

Set the field filters for your search. You can search against default fields such as Description and in the near future, we will add the ability to search against custom fields that you create yourself (e.g. Size, Status etc.).

From here, you can:

• reorder and sort the list of customers by clicking the column heading.
• view a customer by clicking its name.
• view linked issues.
• if you have the Crumbs Manager global permission, remove a customer by clicking on the right-hand side of its corresponding row.

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You can also view the number of open and closed issues that are linked to the customer. To view more information, simply click one of the links. It's handy to do this in a new tab in your browser window .

To edit a field, hover your mouse pointer over the field and click. If you have permission to do so, you will be able to enter some text or choose a value. 

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