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Digitalization: How to Use Advanced Find to Search in THEi CRM

Digitalization

How to Use Advanced Find to Search in THEi CRM

Using LCDI as an example

  • Click the “Advanced Find” button



  • Click “New”


  • Keep “Look for Contacts”


  • Choose “Remarks” at “Select” and input the keyword in “Enter Text” field e.g.”LCDI” as shown above
  • Click “Results”


  • You will see a list of Contacts with LCDI in “Remarks” field

 


User Guide of THEi CRM

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