Basic Search Criteria
The results of the search depend on the type of entry you are searching for:
- When searching for Contact List entries; all entries with a matching value in any basic field; including name; email address; phone number; and address are returned.
- When searching for accounts; all Accounts with a matching value in the Objective or Description fields are returned.
- When searching for Client Service cases; all cases with a matching value in the Subject or Description fields are returned.