| 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.
The filter row will appear.
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
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)
You will also notice that at the
bottom of the screen the following is now displayed.
if you click on Customize
the following screen appears
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.
|