Search

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.

---

1. Accounts

Like

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

Default Order'

Name Ascending

---

2. Contacts

Like

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

Default Order'

Name Ascending

---

3. Lead

Like

• LeadName
• Email
• 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'

StartDate desc