Search: Difference between revisions
From Apps for Creatio
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---- | ---- | ||
# 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) | |||
'''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'''' | ||
Title ''Ascending'' | |||
Revision as of 12:17, 4 November 2024
You can search across
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
- Activities
How searches 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)
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'
Title Ascending
