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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* Opportunities | * Opportunities | ||
* Cases | * Cases | ||
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[[File:Creatio search.png|thumb]] | [[File:Creatio search.png|thumb]] | ||
Revision as of 12:09, 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
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. Contacts
Exact
- City
- ZipCode
Like
- ContactName
- CustomerName
- ContactCode
- AddressLine1
- TelephoneNo1
- EmailAddress
Default Order'
ContactName Ascending
3. Leads
Like
- SalesOrderNo
- CustomerPONo
Default Order'
OrderDate Ascending
4. Opportunities
Exact
- VendorNo
- City
- ZipCode
Like
- VendorName
- PrimaryContact
- AddressLine1
- TelephoneNo
- FaxNo
- EmailAddress
Default Order'
VendorName Ascending
5. Cases
Exact
- InvoiceNo
- CustomerNo
Like
- BillToName
Default Order'
InvoiceDate Ascending
6. Activity
Exact
- City
- ZipCode
Like
- CustomerName
- CustomerContact
- EmailAddress
- EmailAddress
- AddressLine1
Default Order'
CustomerName Ascending
