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Searching for Relevant Cloud of Customer Records via the Sidebar

 

SAP Cloud for Customer Server-Side Integration Add-In / Chrome Extension Sidebar allows the users to instantly find records of any type in your CRM to do a quick data check or to save a business e-mail or calendar activity with.

Tip

See this article to learn how to create new Cloud for Customer records directly from your e-mail client using SSI

 

With SAP Cloud for Customer SSI Add-in, you can easily search among all your Cloud for Customer records: Contacts, Accounts, Opportunities, Leads, Activities (Tasks and Calendar events), Support Cases, or any custom Cloud for Customer object types peculiar to your Org.

To search for existing Cloud for Customer records, do the following:

1. In the Cloud for Customer SSI Add-In/Google extension, click the search icon in the upper-right corner of the Sidebar, then enter your search criteria in the Search in box.

Tip

After you click on the Search In box, you will see 5 records that you worked with recently

 

2. In the drop-down list of record types, select the record type you want to search for. To search for records of all types, select All Records. The search results will be shown as record cards, also displaying the values in the records’ key fields to make it possible to differentiate among similar records.

Note

You can search for records by parts of a word in records’ key fields, but at least 3 characters must be entered in the Search field

 

 

Why an existing record might be absent in search results?

​ If you do not see a record you need in search results, make sure to check the following Cloud for Customer SSI customization settings for this object type:
​ • The Hide on search setting
​ • Global search and Contextual search filters
​ • The Search By field
​ • If searching for an item associated with an internal (in-org) e-mail address, also make sure that the Include internal e-mails into search results setting is enabled