Configuring the Customer Contacts widget
- Click More (...) > Configure. Configure Widget is displayed.
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Specify this information:
- Title
- Click the unlock button and specify a widget title.
- Max number of lines
- Specify the number of customer records to be displayed on the widget.
- Default search query
- Specify the search query definition that returns the available customer information based on the query configured.
- Override user
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Specify a user ID registered in M3 to get contact information related to a specific user or specify asterisk (*) to display customers across all users.
- Contact Type
- Select from the list of options to filter the customers that belong to a specific contact type.
- Click Save.