Data sources
Section 0 queries three systems in parallel. Each result card displays a badge in the top-right corner so you can see exactly where the match came from.| Badge | Color | Source | What it searches |
|---|---|---|---|
| Warehouse | Blue | Internal Data Warehouse | Clients who have had at least one quote created in this tool |
| CRM | Yellow | VTiger CRM | Contacts and their associated accounts |
| Jira | Purple | Jira Service Management | Service desk organizations |
Search fields
Use any combination of the three search fields — results update as you type.| Field | Searches |
|---|---|
| Data Warehouse, VTiger CRM contacts, and Jira customer accounts | |
| Client ID | Data Warehouse only (exact or partial match on the client code) |
| Organization name | VTiger CRM accounts and Jira organizations |
What each result card shows
Every card displays the information available from its source:- Client ID — present only for Warehouse matches
- CRM organization name — the account name from VTiger
- Client name — the contact’s full name
- Primary email — the main email address on record
- Related emails — additional emails linked to this client
- Last quote date — the most recent quote date in the Warehouse
How to look up a client
Open a new quote
Navigate to the New Quote page. Section 0 — Client Lookup appears at the top of the form.
Enter a search term
Type the client’s email address, Client ID, or organization name into the relevant field. Results from all three sources appear automatically as you type.
Review the result cards
Each matching record appears as a card with a colored source badge. Check the client name, primary email, and last quote date to confirm you have the right person.
Choose an action
Select the card that matches your client, then click one of the two action buttons:
- Sử dụng Client ID trên — Maps the selected card’s information into Section 1, including the existing Client ID. Use this when the client already exists in the system.
- Tạo Client ID mới — Creates a new Client ID and maps the email you typed into Section 1. Use this when the client is genuinely new to the tool.
Clicking either action button populates Section 1 automatically. You do not need to retype the client’s name or email.
Email quote count badge in Section 1
After Section 0 populates the client email field in Section 1, a small badge appears next to the Client Email field. This badge shows how many times that email address has been used in a quote inside the Data Warehouse. It counts only quotes created through this tool — CRM and Jira records are not included in this count.Frequently asked questions
What if the same client appears in multiple sources?
What if the same client appears in multiple sources?
You may see more than one card for the same person — for example, a blue Warehouse card and a yellow CRM card. Select the Warehouse card and click Sử dụng Client ID trên to reuse the existing Client ID and keep the quote history consistent.
What if no results appear?
What if no results appear?
If all three sources return nothing, the client is new to all systems. Click Tạo Client ID mới to generate a fresh Client ID using the email address you entered.
Can I search by organization name only?
Can I search by organization name only?
Yes. Enter the company name in the Organization name field. This searches VTiger CRM accounts and Jira organizations. The Data Warehouse is not searched by organization name, so you may not see a Warehouse badge in the results.