How to Search in CRM-Express

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How to Search in CRM-Express
 

 

CRM-Express can also utilize 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, type in your search and click on the GO 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.