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You can search and view customers in Crumbs using the home page.
In the main navigation bar, click the Apps menu and choose Crumbs.
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Searching for customers
To search for a customer, simply enter text in the Search box at the top of the page. The page will react instantly as you type by showing and refreshing the list of most relevant results.
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Your search term is matched against the following fields:
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- 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.
Crumbs Crumbs tries to set the customer's avatar by looking for its website icon. If it finds one, this will display to the left of each customer. If it doesn't find one, the Crumbs logo is displayed instead.
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To edit a field, hover your mouse pointer over the field and click. Enter If you have permission to do so, you will be able to enter some text or choose a value.
Just like in on the home page, Crumbs tries to set the avatar by looking for its website icon. The avatar is displayed at the top left of the details page.
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