Search

You can search across

• Accounts
• Contacts
• Leads
• Opportunities
• Cases
• Activities (communications like email and phone)
• Custom Entities (contact us for details)

How searches work

Here we will outline how the search works per entity.

We break this down to EXACT and LIKE matching.

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1. Accounts

Like

• Name
• Address
• Phone (if the value is a number)

Default Order'

Name Ascending

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2. Contacts

Like

• Name
• Email
• Phone (if search term is a number)
• MobilePhone (if search term is a number)

Default Order'

Name Ascending

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3. Lead

Like

• LeadName
• Email
• Address
• BusinesPhone (if search term is a number)
• Comment

Default Order'

LeadName Ascending

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4. Opportunities

Like

• Description
• Title

Default Order'

Description Ascending

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5. Case

Like

• Subject
• Number

Default Order'

Subject Ascending

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6. Activity

Like

• Title
• Body

Default Order'

StartDate desc