How to… PAL Search in BuddyCRM

PAL Search

A PAL search uses the underlying Buddy Query Language to perform a search. Using it enables you to perform more complicated searches with many parameters. ie. find all companies in Lichfield owned by Adam.

First click on the PAL logo button to start PAL. The search box will shrink and PAL turns blue to indicate it is operating.

switch on PAL search language in BuddyCRM

 

In search box type: “OwnerName = “Robert Cater”

search for owner name in PAL language in BuddyCRM

Then press the search icon, the magnifying glass, and your results will be shown. As in normal search you can filter the results to show just the company, contact, opportunity or cases you are looking for. In our example, 10 records have been found in total – three in companies, five in contacts and two in opportunities.

PAL search results in BuddyCRM

As in standard search, you can determine the fields displayed in search results by clicking the cog settings icon in the top right of the search result. A popup screen will display and allow you to change the fields shown. Ensure you push the update button to save your new configuration.

Remembering the field names for your PAL search can be difficult, so we have a prompting system in operation. Start your PAL query then push spacebar in the search box. A dropdown will display with all the field names available to you. Scroll to the correct field name and click it.

selecting the city field using the PAL language in BuddyCRM

Continue your PAL search by pushing space bar after each selection. The drop down will prompt you for the likely action. For example after CompanyCity is chosen, push space then the dropdown will show =, != (not equal) and LIKE (a fuzzy search operator, which will look inside the field). Once you’ve selected your operator, push space again and Buddy will prompt you with the likely results for that field. eg. Birmingham, Bristol, etc. for the city field.

Push space for prompts in PAL language in BuddyCRM

Combine two search queries together by typing AND or OR between them. In the next example, we’ll look for all industry type of logistics AND owned by Adam. The results are shown below.

logistics search using PAL query language in BuddyCRM

To save time you can save your PAL query and use it again in future. In the example below, we are looking for all leads that came from an exhibition. This is likely to be a query we use often in future so we’d like to save it. Click the Save PAL button and type a suitable name for the search. Click Save Pal again and a notification box will appear to confirm the save.

 

PAL query saved

The query is saved and can be accessed in future by clicking the down arrow.

To add an additional query to the result, click into the search box and continue your PAL query. Below, we’ve added to our event leads with the query of city = Birmingham. Click Update PAL to save over the top of the existing query. Type in your new name for the query and click Update PAL again.

 

update your PAL query in BuddyCRM

Powerful search results can be accomplished using PAL. If you need help, please call the support desk or email support@buddycrm.com

 

How to… Standard Search in BuddyCRM

No matter where you are in BuddyCRM, it is quick and easy to search. You can search for a Company (account or prospect), a Contact, an Opportunity or a Case.

The search bar is located at the top of the screen. There are two types of search available, Standard search and PAL search. This article shows you how to perform a standard search.

Standard Searching

A normal search is designed for you to search for leads and companies to find them quickly. As shown I have begun to type the record I wish to open and the search function has picked this up.

standard search in buddycrm

If the term you are looking for is shown in the drop down, click it and you will be taken to its record card.

masters golf record card from a search term in BuddyCRM

As you type, search results are shown automatically. If there is likely to be many results for a search term push ‘enter’ or the magnifying glass to conduct the search. A list of results will show. In the below example, there are 50 results for bell in companies and 10 in contacts. You can further filter to show only those items you are interested in by clicking on the filter result for just companies, contacts, opportunity or cases.

results for bell search term in BuddyCRM

A search for ABC has resulted in two records being displayed and an opportunity – displayed below.

search results for the term abc in BuddyCRM

You can determine the fields displayed in search results by clicking the cog settings icon in the top right of the search result. A popup screen will display and allow you to change the fields shown. Ensure you push the update button to save your new configuration.

search field customisation for results shown in BuddyCRM

 

Standard searching is best used when looking for a particular Company, Contact, Opportunity or Case.