XTM Cloud v 13.0

Searching for Customers

  1. Go to the main XTM view, select the Customers tab.

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

    Note

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

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

Searching Customers belonging to all Project Managers
  1. Go to the main XTM view, select the Customers tab.

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

  3. Select the All tab.

The line listing then changes to include the Customer’s Project Manager name.