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Searching CRM Records

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Avaldatud: 20. okt 2021|Last updated: 10. juuni 2022

You can search the CRM records using the helpdesk's Global Search function.

You can search for Users and Organizations from the search icon. When you begin typing a term, any matching Users or Organizations in the CRM will display in the search results field under the CRM Group.

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The number of search results that match the CRM will be displayed as a number next to the group.

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