This feature makes finding client in system much easier. Just follow the given steps to set the default ID and search clients quicker than ever.

There are two ID's for identifying and searching client in Agentcis. 

Internal ID - It is a system generated Id for Clients

Client ID -  As every company have their unique way of recording data, so client ID is manually set by the user while setting or editing client's personal details.

You can set one of these ID as default to search your client using global search feature in Agentcis. To do so, follow the given steps.

Step 1- Click on the setting button at top info bar.

Step 2 - Select General tab.

Step 3 - Select the Others tab.

Step 4 - Select default ID to use as search criteria.

Step 5 - For Internal ID, set Internal ID Prefix.

Step 6 - Click on Save.

Now, to search the contact from any part of system with their respective ID, follow the given steps.
Step 1- Click on the "Search Contacts" section on top info bar.

Step 2- Type in the ID, for example "10" and your client will be listed in dropdown list.

Was this article helpful?
Thank you!