Perform basic operations for customer search settings

As you work with customer search settings, remember these basic operations:

Editing customer search attributes

Edit and rearrange customer search attributes that appear in the Customers Module for both searches and search results.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customer Search Configuration. The Customer Search Configuration page opens, displaying all of the existing search attributes.
  2. In the table on the Search Attributes or the Search Result Attributes sub-tab, locate attribute you want to edit.
  3. In the row for that attribute, click the associated blue Edit link. This action opens the appropriate attribute edit modal, where you modify the following:
  4. Name of the attribute in the database or associated external system.
  5. Attribute type, choosing from dropdown of predefined types that include string, phone, email, zipcode, boolean, data, datetime, and numeric.
  6. Label you want to display on the Customer Search page. Note that this is an optional field; if no value is specified, a default, human readable value will display.
  7. Data that you want to display by default in the field. Note that this is an optional field.
  8. Click Save. The modifications appear in the table row associated with the attribute you revised.
  9. If you want to modify the order, click Modify Order. Then drag and drop the attribute's row item in the position you want. When you're done, click Save Order the newly ordered attributes appear in the corresponding positions within the table.

Changes to the revised attribute will appear on the Customers Module search or search results page in the position you specified.

Deleting customer search attributes

Delete a customer search attribute, ensuring it does not appear on the Search For Customers page of the Customers Module.

About this task

Any search attribute can be deleted, except the last one in the list. There must be at least one search and one search result attribute per organization. Search attribute deletions cannot be undone. Although, you can simply recreate the attribute.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customer Search Configuration. The Customer Search Configuration page opens, displaying all of the existing search attributes.
  2. Locate the attribute you want to delete in the table that displays on either the Search Attributes or the Search Result Attributes sub-tab.
  3. In the row for the sub-tab, click the blue Delete link associated with the attribute you want to remove.
  4. On the confirmation modal that displays, click OK to complete the deletion.

The attribute is removed from the appropriate Customer Search Configuration table as well as from the search or search result page in the Customers Module.

Disabling a customer search configuration

Disable the customer search configuration detailed in the Customer Search Configuration page.

About this task

When you disable a configuration, the search configuration that displays on the Search for Customers page of the Customers Module is confined to a single field that can take the following types of values: external ID, user ID, phone number, or email.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customer Search Configuration. The Customer Search Configuration page opens, displaying all of the existing search attributes.
  2. Click Disable Search Configuration, which will clear the Customer Search Configuration page of all data.
  3. If you want to enable the configuration, click Enable Search Configuration. The search configuration data is restored to its previous state.