Which type of searches yields the best results for customer information?

Transaction-based searches are particularly effective for retrieving customer information because they focus on the interactions and behaviors associated with specific transactions linked to customers. This type of search allows users to analyze and pull data from customer-related activities, such as sales orders, invoices, and customer payments, thereby providing a comprehensive view of the customer's relationship with the company.

By leveraging transaction-based searches, users can gain insights into purchasing patterns, frequency of transactions, and overall customer loyalty. This is crucial for businesses aiming to tailor their marketing strategies, improve customer service, and foster long-term relationships with their clients.

While customer searches can directly provide information about customers themselves, they often lack the depth of transactional context, which can be critical for analysis. Custom record searches might be more specific but would require additional setup and may only apply to unique business cases. Standard field searches can yield basic information but do not encompass the detailed transactional insights that can inform business decisions. Therefore, transaction-based searches stand out as the most effective method for sourcing meaningful customer data.