Vital CRM
How to use the "External ID" search criteria for customer list queries?
The filter conditions in the customer list now include the "External ID Type" and "External ID Content" fields, allowing you to specify a combination of conditions or enter only one.
- The criteria for the "External ID Content" field is based on fuzzy searching from the front. For instance, if you enter "ABC," it will retrieve customers with external ID content like "ABCxxxxx," but "XXXABC" will not be retrieved.
- If you only specify the "External ID Type," it will retrieve all customers with that type of external ID.
- If you only specify "External ID Content," it will filter without distinguishing types.
https://faq.vitalyun.com/EN/CRM#5443