Clarity Service Management

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Customer search

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  • 1.  Customer search

    Posted 06-12-2018 04:47 PM

    Hello,

     

    On the create a new request window, you search the customer through the last name, first name.. is there a way i can set that search with the Contact ID of the customer?

     

     

    Regards.



  • 2.  Re: Customer search
    Best Answer

    Posted 06-12-2018 05:33 PM

    Jason, when click on the link, the contact search does have user id search field. And if you mean auto suggestion, then it would be a different story...you would need to change the cnt object common name from combo_name to userid and doing this could have some unexpected issues so we don't recommend. Thanks _Chi



  • 3.  Re: Customer search

    Posted 06-15-2018 08:49 AM

    JasonLLM 

     

    Do you have any further questions on this topic?



  • 4.  RE: Customer search

    Posted 20 days ago
    Edited by J W 19 days ago
    Jason,

    If you enter a backslash ( \ ) followed by the userid of the contact in the Affected End User field and then TAB or otherwise move the focus out of the field; Service Desk will lookup the contact by userid.

    Screenshots:
    In the Affected End User field enter a backslash followed by the userid of the contact and then TAB out of the field.

    ...now TAB out of the field and it will lookup the contact:

    Results of lookup.


    J.W.

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