It is important that you can find customers (students/enrolments etc). As with many things in CourseSales.com you have more than one option!

Search Documents using the filter

You can search in the ‘Text’ filter field of the document list page, this is a field which looks at the whole record, so you can search street names and all other text fields like locality values etc:

• customer name, eg for Brad Pitt search ‘Brad’ or ‘Pitt’ - searching ‘Brad Pitt’ will not work.

• email address

• company name

Search a contact using the filter

Like the documents list you can search in the ‘Text’ filter field of the Contact list page, this is a field which looks at the whole record, so you can search street names and all other text fields like locality values etc:

• customer name, eg for Brad Pitt search ‘Brad’ or ‘Pitt’ - searching ‘Brad Pitt’ will not work.

• email address

• company name