A common issue we come across on shared accounts is “missing owner information.”
REsearch includes the ability to hide owner information and sales data.
Customer Format, when selected, hides owner information and sales data.
Customer Format is located in two locations.
When viewing search results click on any action button. Within the button’s bubble, customer format can be checked / unchecked
Options (Before running the search):
Click the Format drop down
Within the Format window, click to the Options tab
Select / Unselect Customer Format