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Question

How to search for customers in a particular city in PeopleSoft® CRM

Reason
PeopleSoft CRM enables you to work with different business objects such as customers, contact, partner, and worker. You can search for customers located across the globe using the search feature.

The solution to the problem

Follow the instructions to search for customers in a particular city in PeopleSoft CRM:

  1. 1

    Select ‘Customer 360-Degree View’ and select ‘Search for Customer’.

  2. 2

    In the ‘City’ box, enter the appropriate city name.

  3. 3

    Click the ‘Search’ button.

Footnotes:

The search option in PeopleSoft CRM allows you to search for customers using multiple values like name, customer ID, phone, e-mail address, city, postal, and country. All you need to do is select ‘Customer 360-Degree View’ and click ‘Search for Customer’.

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