Global Search
A new addition to the Quick Search dropdown is the ‘Global Search’ option. This feature enables searching across various objects; including Address Book entries; opportunities; cases; leads; and interactions. No changes have been made to the other Quick Search functions. You can continue searching in the same manner as before; but you may not need to with the power that global search provides.
By selecting ‘Global Search’ and clicking in the search field; a full-screen pop-up will appear. Here, you’ll find recently accessed Address Book entries displayed. Clicking on a row will open a pop-up revealing the entry’s details and Timeline. Access the action menu to execute various actions pertaining to the entry.
Perform search and display entries
Type the information you are searching for and click Search or Enter.
The search results will display matching Address Book entries, opportunities, cases, leads and interactions grouped by types.
It’s important to note that Global Search works differently from other Quick Search functions – it doesn’t offer suggestions. To do a search; type your text and initiate the search by clicking the Search button or pressing Enter. By default, each section displays up to 5 entries. If the search finds more than 5 entries; a ‘Show more…’ button will appear below the section. This will expand and display up to 15 entries.
To further refine your search results; consider entering additional information. An example, combining the Address Book entry name with keywords found in opportunity Objectives and Description fields can effectively narrow down the search results – e.g. ‘alastair rentals’.
How does the search work?
Address Book entries
Search Address Book entries by first name, last name, company name, phone number and email address. The results will be sorted by last contacted dates; from the most recent to the oldest.
Opportunities
Search opportunities by associated Address Book entry name; opportunity Objective and Description fields. The search results will be grouped by status and sorted by last modified dates; also from the most recent to the oldest.
Cases
Search cases by associated Address Book entry name, case Subject and Description fields. The search results will be sorted by last modification dates, also from the most recent to the oldest.
Leads
Search leads by first name, last name, company name, phone number and email address. The results will be sorted by last modification dates, also from the most recent to the oldest.
Interactions
Search interactions by the text fields across all the interaction related objects, including Subject field in all objects, Details field in interaction log, Description field in appointment, and email message body. The search results will be sorted by dates, from the latest to the oldest.
Within the Interactions section, clicking a row will open a corresponding dialogue displaying detailed information. For instance, clicking on an email will prompt the email dialogue to appear whilst selecting an appointment will open the appointment dialogue.