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XTM Cloud 13.4

Searching for Customers

  1. Select the Customers tab.

  2. Enter the customer's name in the search field and then select the search button.

    Note

    By default, XTM Cloud searches for and displays Customers for whom you are the Project Manager and Customers who do not have an allocated Project Manager.

XTM Cloud will then search against customer name, city/town, country, or phone.

Searching Customers belonging to all Project Managers
  1. Select the Customers tab.

  2. Enter the customer's name in the search field. Then, select the Search button.

  3. Use the relevant button to the right of the Search button:

    • All – to see all customers created in XTM Cloud instance.

    • My customers – to only see customers to whom you are assigned and/or who have no Project Manager assigned to them.