Adding or removing fields to use in customer searches

You can control which fields staff use to search for customers. Add and remove fields from the customer search on the Customer Configuration page.

 

    1. Go to Population Settings > Configuration.

    2. In the Customer Field Settings section, find the field that you want to add to or remove from the customer search.

    3. Click Show in Customer Search for that field.

Note: If the Show in Customer Search checkbox is disabled for a field, then it is not possible to add that field to or remove it from the customer search.

    1. Click Submit.

Related topics

Customer configuration

Searching for customers