Please find attached below the topics discussed on this page:
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Where is the Customer Lookup section located?
The Customer Lookup is one of the topics under the Customer Service section:
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Log in to the CRM instance and go to the left-side menu
Scroll down and click Customer Service>Customer Lookup.
The search fields
In this section, the user has a multitude of search fields that can be used to look for a customer.
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Once the user is looking for a customer, the result will be available listed on the below area of the page (see below example):
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