Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

How do I search in CRM-Express?

 

CRM-Express utilizes filters for searching. This makes searching very powerful and easy to use.

As an example we will use the address book and do a few searches.

To start a search, click on the Search button in the address book.

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The filter row will appear.

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You will notice that the surname already  contains a star (*)
This is a wildcard indicating that all surnames must be included in the search.
Wildcards are the star(*) and the question mark(?).



As an example in the above if you want to display all contacts with a letter m in the surname, you would type *m* and the following would be displayed

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You can use any of the visible columns to edit or add a filter, just by typing in it.


You can also select from the drop-down list by clicking on the dropdown button (1) and then clicking on one or more of the items in the list (2)

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You will also notice that at the bottom of the screen the following is now displayed.

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if you click on Customize the following screen appears

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In this screen we have added a name like Joe (1) and pressed Apply after that.
The result is all contacts containing m in the surname and containing Joe in the name is displayed.

The same principle is carried right through CRM-Express.  You can search like this everywhere you see the Search button.