Error-tolerant search allow users to find customers, vendors, prospects, or business partners, even if the pieces of information are incomplete or partly wrong.
The querying page of CRM IC Web Client is the default page that will be loaded after you have login to IC Web Client.
|
Button |
Function |
|---|---|
|
Search Account |
Perform search using the provided information |
|
Clear |
Clear all the fields |
 |
Go to create account page |
Entering any information in the search field will perform the error-tolerant search. When multiple matches were found, results will be displayed in the Result List table. When exact match was found, Modify Account page will be displayed.
Here, the user can choose (select) from the result list to display the details of the account, or simply click on Clear button to reset the search.