Configuring the Customer Contacts widget

  1. Click More (...) > Configure. Configure Widget is displayed.
  2. Specify this information:
    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

    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.
  3. Click Save.