Adding Customers to Your Watch List from Customer Search

Procedure

To add customers to your Watch List from Customer Search:

1. Select Customer Analysis.
   The Customer Search screen appears.  

2. Enter search information for the customer, and click Search. How? You also can execute the search by pressing the Enter key instead of clicking Search.

Tip:  If the number of customers found exceeds the default maximum display number, the list does not include all customers matching the search criteria. In this case, you must enter more precise search information to view the additional customers.

3. In Search Results, click the check box next to the name of the customers you want to add to your watch list, and  click Add to Watch List.
   The names of the customers you selected are displayed in the My Watch List section of your Home Page.