Changing Search Types
When you switch module; the search type for Quick Search will be changed accordingly. For example; you switch from Contact List module to the Leads module; the search type for Quick Search will be changed to Leads automatically. Then you switch to the Accounts module; the search type will be changed to Accounts.
Search Accounts
Quick Search retrieves accounts by searching objective and description.
To retrieve Accounts by Contact List entries; use the Quick Search Parameter. For example; if you want to retrieve all the accounts with ABC Bike Shop; click Contact List Entry and enter ABC Bike Shop. The search text should look like this: ab:ABC Bike Shop.
You can combine multiple search parameters to narrow your search. For example; you can search objective and related Contact List entries together. The search text looks like this: bike to work week ab:beach cycle and sport. This will retrieve accounts related to “Bike to Work Week” with Beach Cycle and Sport.
Search Client Service Plans
Quick Search retrieves client service plans by searching subject and description. To retrieve cases by Contact List entries; use the Quick Search Parameter; Contact List Entry.
You can also use the parameter to search a case by plan number. For example; if you want to retrieve a plan with a specific plan number; select Plan Number. The search text should look like this: planno:00099.