The Advanced Search feature

Welcome to Avrion Products Hints and Tips

  • Type: Product Hints and Tips

    Product: Maximizer CRM 2017

    Benefit: Data segmentation and searching

  • Date: 3rd May 2017

    Area: Advanced Search feature

    Series: Series 1, Issue 4 (of 4)

Get the most out of Maximizer CRM 2017 Advanced search.

Includes:

  • Advanced searching
  • Multi selection in Advanced search
  • Catalogue a search
  • Dynamic searches
  • Assign a column set up to a catalogue search
  • Set a catalogued search as an Icon
  • Searching the ‘duration’ field

Click below to view the video tutorial.



Transcript:

The advanced search feature in Maximizer can be used in the AddressBook Window, Opportunities, Customer Services or Campaigns.  
We are going to perform an advanced search in Maximizer AddressBook window today, just to show you how powerful and easy this is to do.  Before setting up the advanced search we go over to preferences and just make sure we have a checkmark right here next to the section which says ‘Allow multi selection in advanced search’.  That allows us to have more than one criteria for the search we will be performing. 
Today let’s do an advanced search in the AddressBook window for all entries located in Toronto that have employees and are engaged in wholesaling.  We begin by clicking on ‘Search’, ‘Advanced search’, we then click on ‘add’ to identify what we want to search against for example, we will expand basic fields and make a selection of city, then under our user defined fields we want to find number of employees and we want to find industry.  The easiest way to do this is to type at least part of the field name here and allow Maximizer to search and find it for us, and in the final one of course was industry, click search, Maximizer finds it and I select it, you notice that each time I made a check mark here Maximizer remembered what I had done over here, once I click OK, Maximizer is going to bring back each one of these criteria one at a time and expect me to put in a starting value.  For city, I’m going to put in Toronto.  When I type in the name and click add as soon as it shows up here I click OK, then for number of employees I think what I’ll do is just put in a range 1 to 100 and click add.  If I wanted to I could be specific and I could say, give me only companies with, say, 25 employees, I’ll click OK and pick wholesaler just as a beginning point and now Maximizer recognises that I have asked for all entries that are in Toronto have employees that are engaged in wholesaling.  I’m identifying down here companies, individuals and contacts, I’m going to take these two out and tell Maximizer I’m only interested in companies but if I wanted to search all entries in the database that are companies that meet these criteria and I’ve indicated her that the search has to match all of these criteria not just one or more, I’ve also asked Maximizer to replace the list out here with the results of this search that we are about to perform.
Let me show one other thing to you before we go in here.  You notice that if I want to, when I highlight Toronto I can click change, which would take me back to the dialog box where I identified Toronto as the city to start with, I can put it somewhere the value, similarly for either of these others I can do the same thing, I could click and move if I want which would take this parameter out of the search.  I can also click this as not equal in which case it would be asking Maximizer to bring me back everyone in the database who is not in Toronto but who has a range of employee from 1 to 100 and is involved in wholesaling.  I’ll move this back to equal and go ahead and ask Maximizer to perform the search.  If the search results are what we expect, given our knowledge of the database, then we have a high level of confidence in the validity of the search, we are then also confident that if we add more entries to our database, the search will pick out those new entries that meet the criteria of this search and present them to us as well as the ones we have already found.  This is why we call this kind of advanced search a dynamic search, its capable of adjusting when our entries are added to or removed from the database.  Now remember, sometimes, I’m going to go back to advanced search and bring up the last search because I want to do something more with this but I want you to remember that if the search results are not what you expected you need to go back and re-examine how you set up the search.  Maximizer is always right, but I? not so much.
Now what I would like to do is to make this one of my permanent searches that I will be using frequently so I come down here and click on ‘catalogue’ and then I click on ‘add’ then I give this search a name, I’m going to put a couple of *’s here to bring it to the top of my list, I’ll say City plus Employees plus Industry.  Now you could argue that what I should be seeing is Toronto plus employees plus wholesaling but I’m now also going to put a check mark right here where is says prompt for value when search is retrieved and what I have done is generalised this search and I’ll prove that to you in just a moment I’ll give full access to this to the public so if anyone else in the office can use it and work with it, I’m also going to select my public AddressBook, view, the column set up I want to use, I’ll click OK and now Maximizer registers this search in the search catalogue, this is now a saved search, and I can do one more totally cool thing , I can click on add to the icon bar, I can select an icon, click save, and Maximizer now puts that up here on my quick access icon bar and I’m going to show you why …. so click out of here … here to begin with and I’m going to tell Maximizer to undo this search so I can prove what this quick search is going to do for us.  Now I’m going to click on quick access and select the search we just catalogued.  Maximizer brings it back and says would you like to keep the same parameters or would you like to change them.  Instead of wholesale only, lets also add retail sales.  When we do that, we have to remember to change this from must match all to must match one or more and then we go ahead and click search.  Instead of the 5 defined companies I had originally, I now have a 6th company here as well, it is in retail sales, right there.
With the release of Maximizer CRM 2017 we had the addition of a new user defined field called duration and we can do some interesting searches against that particular type of field, for example, let us suppose that we have defined in a user defined field as a duration and called it age and added it to the clients’ birthday so that we can tell how old that client is.  We can go to search, advanced search and pull up that particular user defined field and start to do some interesting things with it. Right here we have three choices, return everything that equals a particular age, or is between two sets of ages, or will be a certain age.  For example, in financial services we might be interested in our clients who will be turning 65 today, or the next 60 days and we can check that rolling date range or we can actually specify a specific date range.  We may also be interested in having all the clients in our database who are already 65, or we may want to have clients who are between 65 and let’s say 72 for example or, if you are in automobile sales, you might be more interested in looking at clients who are between the ages of 25 and 35 and so on and so forth.
You know Maximizer is famous for being able to search for nearly anything in the database and as you can see advanced search is a very powerful tool.  The response to your need to find information quickly and easily.  Bye for now.