CHANGES IN SEARCHABLE FIELDS – Maximizer CRM 2019
In the previous version, the searchable fields for Quick Search includes:
• Name fields: company name, first name, last name and middle name
• Address fields: address line 1, address line 2, city, state/province, zip/postal code and country
• Phone numbers and email addresses
The Quick Search function will search across all those fields, which can return some unexpected results. Most of the time, you will want to search entries by name, either a contact’s name or a company name. For example, you are looking for a contact named “Ed Johnson”. You type in Ed Johnson in Quick Search field but the search results include a contact named “Joe Smith”. The reason is that Joe Smith lives in “Johnson Street”. This entry is not what you expected to see.
To make the search result closer to your expectation, changes have been made in Quick Search such that only the name fields will be searched. Address fields won’t be searched by default. To search entries by address fields, you need to use search parameters. See more details about the parameters below.
SEARCH ENTRIES BY PARAMETERS
Search Address Book entries and leads Quick Search Parameters have been introduced in the latest release. Through use of parameters, you can tailor your Quick Search to search by specific fields. You can also combine as many parameters as you need to further narrow your search.
For example, “Address: California” and “Company: ABC Bike Shop” can be combined in a single search string to look for contacts in a company from a specific state.
Use this parameter to search entries by address fields including address line 1, address line 2, city, state/province, zip/postal code and country.
Say for example, you want to recall all your customers in California. Click Address in your autosuggestion list and enter California. The search text should then look like this: Address:California or Address:California
To search for customers in a more specific area, you can try searching by city, zip code or postal code.
For example, Address:V3B 6T2
Use this parameter to search entries by company name.
For example, you want to retrieve all your contacts affiliated with ABC Bike Shop? Click Company and enter ABC Bike Shop. The search text should then look like this: Company:ABC Bike Shop
Note that your search will match each word in the search string but ignore the order in which the words appear. So, for example, if there is a company called Bike Shop ABC in your database, it will also be retrieved. To match a name exactly, just add quotation marks. For example: Company:”ABC Bike Shop”
Use this parameter to search leads, contacts or individuals by first name, last name and middle name.
Remember: You can combine multiple parameters to target your search more precisely.
For example, if there are many contacts in your database named Ed Johnson, you can refine your search by “Company:” and or “Address:”. Looking for the Ed Johnson who works for the ABC Bike Shop in the City of Vancouver? Just enter the following: Name:Ed Johnson Company:ABC Bike Shop Address:Vancouver
Quick Search retrieves opportunities by searching objective and description.
Address Book entries, use the Quick Search Parameter. For example, if you want to retrieve all the opportunities with ABC Bike Shop, click Address Book Entry and enter ABC Bike Shop. The search text should look like this: ab:ABC Bike Shop.
You can combine multiple search parameters to narrow your search. For example, you can search objective and related Address Book entries together.
The search text looks like this: bike to work week ab:beach cycle and sport. This will retrieve opportunities related to “Bike to Work Week” with Beach Cycle and Sport.
Quick Search retrieves cases by searching subject and description.
To retrieve cases by Address
You can also use the parameter to search a case by case number. For example, if you want to retrieve a case with a specific case number, select Case Number. The search text should look like this: caseno:00099.
Automatically change search types when switching modules
When you switch module, the search type for Quick Search will be changed accordingly. For example, you switch from Address Book module to the Leads module, the search type for Quick Search will be changed to Leads automatically. Then you switch to the Opportunities module, the search type will be changed to Opportunities
Maximizer CRM Version 2019
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