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.

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1. Accounts

Exact

• City
• ZipCode

Like

• CustomerName
• AddressLine1
• TelephoneNo
• EmailAddress

Default Order'

CustomerName Ascending

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2. Contacts

Exact

• City
• ZipCode

Like

• ContactName
• CustomerName
• ContactCode
• AddressLine1
• TelephoneNo1
• EmailAddress

Default Order'

ContactName Ascending

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3. Leads

Like

• SalesOrderNo
• CustomerPONo

Default Order'

OrderDate Ascending

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4. Opportunities

Exact

• VendorNo
• City
• ZipCode

Like

• VendorName
• PrimaryContact
• AddressLine1
• TelephoneNo
• FaxNo
• EmailAddress

Default Order'

VendorName Ascending

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5. Cases

Exact

• InvoiceNo
• CustomerNo

Like

• BillToName

Default Order'

InvoiceDate Ascending

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6. Activity

Exact

• City
• ZipCode

Like

• CustomerName
• CustomerContact
• EmailAddress
• EmailAddress
• AddressLine1

Default Order'

CustomerName Ascending