What does this section cover?

Searching for existing Entity

The first step in searching for Entity is to define the criteria for your new search. You can define your search criteria in two different ways:

Basic search
Advanced search.

Basic Search

Specify at least one of the criteria available in the criteria section
Click on "Search" to retrieve the results based on the search field you completed.

Advanced Search

Additional criteria can be found in the advanced search by clicking on the "Advanced" button

While in Basic View click on the " ADVANCED"
The Criteria list will expand
The Advance button will be replaced with Basic. (Click on Basic to return back to Basic Filter view)
Define additional criteria and click on "SEARCH"

Restarting your Search

To redefine your search:

Click on "CLEAR"
Redefine your criteria

Setting your own criteria

Not enough criteria for your business needs? That's not a problem. You can select your own criteria through a rich list of available criteria, designed to meet any industry's need.

Click on the Options Link below the Top Menu
Select Preferences
Go to Filters or Advanced Filters section
Select the criteria that should be available on you summary page

Using different types of Criteria

Quick Search

Start typing in the Box and press enter
System will automatically set the record you typed in, if it matches a single entity
OR
Quick Search modal will either automatically open, with the matching records to select from
Place checks in the boxes next to the records you would like to include
Click on Select

Text Field

Text Fields are free text.

Type in the required text

Modal Search

Modal Search allows you to search for record(s) by defining multiple criteria. If multiple criteria are added then records that meet all criteria will be retrieved

Click on the Lense icon
In the Modal Search that will open:
1. Search By: Select from the available list of criteria (if available)
2. Criteria: Select between:
  1. Begins With
  2. EndS With
  3. Contains
  4. Equals
  5. Not Equal
  6. Smaller
  7. Greater
  8. Smaller or Equal
  9. Greater or Equal
  10. Is Null
  11. Is Not Null
3. Provide the value you wan to search for
  1. Click on "+" to add more criteria
  2. Click on "-" to remove criteria
4. Click on Search
5. Place checks in the boxes next to the records you would like to include
6. Click on Select

Select Box

Select Boxes allows you to select a specific value from a predefined list

Click on the arrow next to the box, with the text "Option Item"
Select a value from the list

Date Search (Calendar)

Date Search is used for defining Dates

Click on the date box
in the calendar icon that will open either
1. Use the Month and Year Drop Down and the click on a day date to select
  OR
2. Use the arrows to go to the correct month and year and then click on a day date to select

Date / Time Search (Calendar)

Date/Time Search is used for defining Dates and times

Click on the date box
in the calendar icon that will open either

Tree Search / Categories

Tree Search are used to select single or multiple records for criteria of entities that are in a tree structure

Click on the lens or start typing for the item you are looking for

A modal window opens with a tree structure of the available categories.
Click to select the category you need

Going through the search results

Taking a glimpse

After each search, you will come across with the most important Entity information, which becomes available to you with just a quick look at the results.

Search results are available in rows below the Criteria Section of the Summary Page

Ordering Search Results

If you would like to order search results by a specific field click on the Field name at the top of the search results.
The system will order in Alphabetical Order

Digging for more

Soon after taking a glimpse at the result, you will probably need to look for more information. Well, CRM.COM Software is designed for that!

Drill Downs

An arrow is displayed next to an entity only if data is available for the specific entity

Expand Section

Expand Section provides more information related to the record of interest

Click on the Down arrow available on the right hand side of each record in the summary results

Making your search results more meaningful

Are the search results too basic for your business needs? It is up to you to make them more meaningful and up to CRM.COM to provide you the tools to do so. You can add more information to your test results through the summary page setting, through the Summary Page Settings, following three simple steps:

1. Click on the Options Link below the Top Menu
2. Select Preferences
3. Go to Filters or Advanced Filters section
4. Select the criteria that should be available on you summary page

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