Search: Difference between revisions
From Apps for Creatio
Created page with " You can search across * Accounts * Contacts * Leads * Opportunities * Cases * Activity thumb '''How searches work''' Here we will outline how the search works per entity. We break this down to EXACT and LIKE matching. ---- # Accounts '''Exact''' * City * ZipCode '''Like''' * CustomerName * AddressLine1 * TelephoneNo * EmailAddress '''Default Order'''' CustomerName ''Ascending'' ----2. Contacts '''Exact''' * City * ZipCode ''..." |
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| Line 7: | Line 7: | ||
* Opportunities | * Opportunities | ||
* Cases | * Cases | ||
* | * Activities (communications like email and phone) | ||
* Custom Entities (contact us for details) | |||
Note: How the search works for all entities can be customised. | |||
[[File:Creatio search.png|thumb]] | [[File:Creatio search.png|thumb]] | ||
'''How searches work''' | '''How searches default work''' | ||
Here we will outline how the search works per entity. | Here we will outline how the search works per entity. | ||
| Line 18: | Line 21: | ||
---- | ---- | ||
# Accounts | # Accounts | ||
'''Like''' | '''Like''' | ||
* | * Name | ||
* | * Address | ||
* | * Phone (if the value is a number) | ||
'''Default Order'''' | '''Default Order'''' | ||
Name ''Ascending'' | |||
----2. Contacts | ----2. Contacts | ||
'''Like''' | '''Like''' | ||
* | * Name | ||
* | * Email | ||
* | * Phone (if search term is a number) | ||
* | * MobilePhone (if search term is a number) | ||
'''Default Order'''' | '''Default Order'''' | ||
Name ''Ascending'' | |||
----3. | ----3. Lead | ||
'''Like''' | '''Like''' | ||
* | * LeadName | ||
* | * Email | ||
* Address | |||
* BusinesPhone (if search term is a number) | |||
* Comment | |||
'''Default Order'''' | '''Default Order'''' | ||
LeadName ''Ascending'' | |||
----4. Opportunities | ----4. Opportunities | ||
'''Like''' | '''Like''' | ||
* | * Description | ||
* | * Title | ||
'''Default Order'''' | '''Default Order'''' | ||
Description ''Ascending'' | |||
----5. | ----5. Case | ||
'''Like''' | '''Like''' | ||
* | * Subject | ||
* Number | |||
'''Default Order'''' | '''Default Order'''' | ||
Subject ''Ascending'' | |||
----6. Activity | ----6. Activity | ||
'''Like''' | '''Like''' | ||
* | * Title | ||
* | * Body | ||
'''Default Order'''' | '''Default Order'''' | ||
''StartDate'' desc | |||
Latest revision as of 07:13, 10 March 2025
You can search across
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
- Activities (communications like email and phone)
- Custom Entities (contact us for details)
Note: How the search works for all entities can be customised.
How searches default work
Here we will outline how the search works per entity.
We break this down to EXACT and LIKE matching.
- Accounts
Like
- Name
- Address
- Phone (if the value is a number)
Default Order'
Name Ascending
2. Contacts
Like
- Name
- Phone (if search term is a number)
- MobilePhone (if search term is a number)
Default Order'
Name Ascending
3. Lead
Like
- LeadName
- Address
- BusinesPhone (if search term is a number)
- Comment
Default Order'
LeadName Ascending
4. Opportunities
Like
- Description
- Title
Default Order'
Description Ascending
5. Case
Like
- Subject
- Number
Default Order'
Subject Ascending
6. Activity
Like
- Title
- Body
Default Order'
StartDate desc
