Customer Relationship Management made simple ConvallisCRM

Search Products

There may be times when you want to find one of your products and you can't remember the product code or name. Using the products search facility in ConvallisCRM you can find the information you need at the click of a button.

  1. Select the Products/Services tab at the top of the CRM.
  2. Input any details of the product you know in the search box, an example of which is shown below.
  3. Click the Find button to start the search.
  4. If the system finds any products, they will be displayed in the left column, an example of which is shown below the search image. A product can be edited by clicking on it.

Examples of the Search Box and the Search Results details:

ConvallisCRM Search Products

ConvallisCRM Search Results

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