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Old 03-22-2016, 06:26 AM
  razorblade's Avatar 
razorblade razorblade is offline
 

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Default User Search

We have recently moved from X4 to X5.
We have found that the search function when trying to find customers is much more robust in X4 than X5. In X4, we are able to search for customers based on any given info - however, in X5 we can only search by email address or First and/or Last name.
In X4- we also were able to create a "userid" field where our sales reps could assign specific userids to customers to find them.
What I am hoping to find out is - outside of a custom built mod by xcart - is there a solution to this.
The bulk of our business is done over the phone - B2B contact. Our sales reps call customers and process orders on their behalf (we will probably be using the "operate as user" function.
So, for our sales reps (admins) to be able to easily find customers as in X4 is of importance.
It's a minor issue but an issue none the less.
Any help is appreciated.
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Old 03-22-2016, 10:44 PM
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qualiteam qualiteam is offline
 

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Default Re: User Search

Quote:
Originally Posted by razorblade
however, in X5 we can only search by email address or First and/or Last name.

The user search function in XC5 is much more flexible than you describe.
Please see the attached screenshot.

Did you "expand" the section with advanced search options?
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Size:	100.9 KB
ID:	4507  
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Old 03-23-2016, 03:39 AM
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razorblade razorblade is offline
 

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Default Re: User Search

Quote:
Originally Posted by qualiteam
The user search function in XC5 is much more flexible than you describe.
Please see the attached screenshot.

Did you "expand" the section with advanced search options?

Yes, sorry- address and phone number as well. Even with those, the search still isn't as robust as the version in X4 was and doesn't suit our needs.
Please see attached.
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