Search lists

The search function can be used for searches of companies, contacts and projects. For example, click on Companies will open this window:

In the Criteria field, the whole or part of the company name (or phone number, customer number, VAT number) can be entered. If ex. Auto is entered, all businesses starting with auto in the company name, will be listed. Wildcard * (asterisk) can be applied in this case; we want all companies containing the word auto. In this case *auto should be entered in the search box.

If you subsequently want to narrow the results to a particular instance means (eg Gammel Køge Landevej), put the cursor in the address field and begin entering the street. Search Results narrow automatically as the name is entered.

Similarly, you can search in contacts and projects. Searching companies, contacts and projects can also be supplemented with info tags. For instance, searching for contacts with infotag jul.julekort will be chosen  in this drop-down menu.

Page url: http://www.channelcrmhelp.com/index.html?net_searchlists.htm