How to set a default ID to search client globally in Agentcis?
This feature makes finding clients in the system much easier. Just follow the given steps to set the default ID and search clients quicker than ever.
There are two IDs for identifying and searching clients in Agentcis:
Internal ID - It is a system-generated ID for Clients
Client ID - As every company has its unique way of recording data, so client ID is manually set by the user while setting or editing the client's personal details.
You can set one of these IDs as default to search your client using the global search feature in Agentcis. To do so, follow the given steps.
Step 1 - Click on the setting button at the top info bar.
Step 2 - Select the 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 the system with their respective ID, follow the given steps.
Step 1- Click on the Search Contacts section on the top info bar.
Step 2- Type in the ID, for example, "10" and your client will be listed in the dropdown list.