Search

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.

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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