Search Products

There may be times when you want to find one of your products and you can't remember the product code or name. Using the products search facility in ConvallisCRM you can find the infomation you need at the click of a button.

1. Select the Products/Services tab.
2. Input any details of the product you know.
3. Click Find.
4. If the system finds any products, they will be displayed in the left column.

Example of search results: