In order to quickly find customers in your customer database in Versum, you can use the global search box, available wherever you are in Versum, at the top of the page:

You can also use the search box in the customers module (enter the module by clicking the customers button in the left sidebar):

You can search using the following data:

  • first name
  • last name
  • email address
  • phone
  • customer record number
  • description

For more advanced search options, please use search criteria (filters).