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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.

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

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 52 results for bell in companies and 13 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.

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

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.

 

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

 

 

Updated on June 14, 2018

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