Page Comparison

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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.

You have the option of using either the card view (default) or the table view. Click the button at the top right of the page to switch views.

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 filtering and refreshing the list of most relevant results.

Your search term is matched against the following fields:

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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:

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

Crumbs tries to set the customer's avatar by looking for its website icon.  If it finds one, this will display be displayed on the card or to the left of each customer in table view. If it doesn't find one, the Crumbs logo is displayed instead. 

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Viewing customers

To view a customer:

• click the card or its hyperlinked name on the home page (see 1367048347Searching and viewing);
• click  in a linked Jira issue (see Linking issues).

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Just like 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.

To navigate back to the home page, click the 'My Customers' link in the breadcrumb at the top of the page.

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