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CRM

Searching CRM records

in CRM
Elenco degli autori
Pubblicato: 23 mar 2017|Ultimo Aggiornamento: 23 mar 2017

You can search for users and organizations from the search bar in the agent interface toolbar.

../_images/crm-quicksearch-email.png

Advanced search for users and organizations Copy link to Advanced search for users and organizations to clipboard

You can access advanced search for users or organizations from the filter pane when the CRM app is selected.

../_images/crm-advsearch-users.png

Use the Type field to select if you want to search for People (users) or Organizations.

Note that if you enter values for more than one of these properties, the results will include only users/organizations which match all your requirements.

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