Advanced search

Modified on 2009/10/04 17:39 by stefano Categorized as Uncategorized
==Advanced search options in today == {s:Related}
The item by clicking "Search" in the side bar opens the following box:

{{<img src="{up}Manuale IT/3.1.1.1 crm - oggi - barra laterale - ricerca avanzata00.PNG"/>}}

By filling in a timely manner the various fields, you can search multiple variables between users, businesses, and lead, on the basis of countless combinations of fields.

You can enter alternate fields for each item by clicking on the icon {{<img src="{up}Manuale IT/add.PNG"/>}}, you will create an additional row type additional conditions. If necessary a line can be removed by clicking on the icon {{<img src="{up}Manuale IT/rem.PNG"/>}}.

In the last field you can also specify the owner searched tabs by clicking on the icon {{<img src="{up}Manuale IT/face.PNG"/>}}; to clear the contents of the box click {{<img src="{up}Manuale IT/refuse.PNG"/>}}.

Once placed all the fields you want click {{<img src="{up}Manuale IT/cerca.PNG"/>}}:
{{<img src="{up}Manuale IT/3.1.1.1 crm - oggi - barra laterale - ricerca avanzata01.PNG"/>}}

All entries that meet the conditions will appear; you can view the individual tabs by clicking on its name in the "Call" column.

You can sort the results alphabetically or by phone by clicking on the relevant column licence number.

After sorting, to reverse the order click again on the same footing.


==Advanced search companies ==
By clicking on the heading "Advanced search" in the side bar opens the following window:

{{<img src="{up}Manuale IT/3.3.2 crm - aziende - ricerca avanzata.PNG"/>}}

By filling in a timely manner the various fields, you can search multiple variables between companies, on the basis of countless combinations of fields.

You can enter alternate fields for each item by clicking on the icon {{<img src="{up}Manuale IT/add.PNG"/>}}, you will create an additional row type additional conditions. If necessary a line can be removed by clicking on the icon {{<img src="{up}Manuale IT/rem.PNG"/>}}.

"Owner" you can also specify the owner searched tabs by clicking on the icon {{<img src="{up}Manuale IT/face.PNG"/>}} in the field and selecting the user desired; to clear the contents of the box click {{<img src="{up}Manuale IT/refuse.PNG"/>}}.

You may notice that you you can search also taking as variables countless customizable fields (eg.) Field, type company, category, etc.) thereby ensuring the maximum personalizzabilità according to the needs of users.

The entry "Geomarketing" allows to search within a certain perimeter from a point defined in the "Center" and "Nation" boxes.

Once placed all the fields you want click {{<img src="{up}Manuale IT/cerca.PNG"/>}}: will appear in the
[Companies] of companies only entries that match selected criteria.


==Advanced search options in contact and Lead ==
By clicking on the heading "Advanced search" in the side bar opens the following window:

{{<img src="{up}Manuale IT/3.4.2 crm - contatti - ricerca avanzata.PNG"/>}}

By filling in a timely manner the various fields, you can search multiple variables between contacts, on the basis of countless combinations of fields.



You can enter alternate fields for each item by clicking on the icon {{<img src="{up}Manuale IT/add.PNG"/>}}, you will create an additional row type additional conditions. If necessary a line can be removed by clicking on the icon {{<img src="{up}Manuale IT/rem.PNG"/>}}.

"Owner" you can also specify the owner searched tabs by clicking on the icon {{<img src="{up}Manuale IT/face.PNG"/>}} in the field and selecting the user desired; to clear the contents of the box click {{<img src="{up}Manuale IT/refuse.PNG"/>}}.

You may notice that you you can search by also taking as variable category thereby ensuring the maximum personalizzabilità according to the needs of users.

Once placed all the fields you want click {{<img src="{up}Manuale IT/cerca.PNG"/>}}: will appear in the
[Companies|Companies] Contacts entries that match selected criteria.
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