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How to… PAL Search in BuddyCRM

There are two ways a user can run a PAL search query in BuddyCRM – Basic and Advanced.

There is an easy to use PAL search for everyday operations. We’ve called this “Basic PAL” search.

Basic PAL provides user-friendly filters that let you define complex queries without needing to know how to construct a PAL query. Select the filters you need and press the magnifying glass button to execute the search and your search data will be returned.

You can select multiple search filters (from Company, Contact, Opportunity and Cases), select to filter by record owner (if you want to) and then apply more detailed filters if required. These user-friendly filters that let you define complex queries without needing to know how to construct a PAL query.

To switch to an Advanced PAL search, click on the “Advanced” button

Advanced 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 screen will change to the PAL area, then click on the “Advanced” button. You will be taken to this screen:

In search box type: OwnerName = “Adam Hannath”

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, 9,703 records have been found in total – 4,796 in companies, 4,722 in contacts and 171 in opportunities and 14 in cases.

If you click on one of the filters you will only see these results. In our example, lets select the filter “Cases”.

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.

Continue your PAL search by pushing space bar after each selection. The drop down will prompt you for the likely action. For example, after CompanyName 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.

Combine two search queries together by typing AND or OR between them. In the next example, we’ll look for all companies owned by Adam which are located in the City of Lichfield. The results are shown below.

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.

The query is saved and can be accessed in future by clicking the “View Saved Queries” button and your saved searches are listed below.

 

To re-run your PAL query, click on the name of the PAL search and the query we be executed again.

To hide you saved PAL searched, simply click on “Hide Saved Queries” and this area will no longer show.

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

 

 

 

Updated on November 22, 2018

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