- Knowledge Base
- Screening (Hosted Batch)
- Customer management
How to perform a search for all customers you have access to on the system
To search for all customers that you have access to on the system you can put % within the search term field.
This will show all the customers that you have access too that also meet the other criteria specified within the search options.
For example if you enter % in the search term and select status as inactive this will only show the customers you have access to that are inactive.
Customer Management:
Data Management: