Global Search
A new addition to the Quick Search dropdown is the 'Global Search' option. This feature enables searching across various objects; including Address Book entries; opportunities; cases; leads; and interactions. No changes have been made to the other Quick Search functions. You can continue searching in the same manner as before; but you may not need to with the power that global search provides.
Upon selecting 'Global Search' and clicking within the search field; a full-screen pop-up will appear. Here; you'll find recently accessed Address Book entries displayed. Clicking on a row will open a pop-up revealing the entry's details and Timeline. Access the action menu to execute various actions pertaining to the entry.
You can also add the entry to the Address Book list by clicking the arrow button at the end of the row.
Perform search and display entries
Enter your search text and either click the search button or press Enter. The search results will display matching Address Book entries; opportunities; cases; leads; and interactions; grouped by types. It's important to note that Global Search behaves differently from other Quick Search functions - it doesn't offer suggestions. To conduct a search; input your text and initiate the search by clicking the Search button or pressing Enter.
By default; each section displays up to 5 entries. If the search finds more than 5 entries; a “Show more…” button will appear below the section. Clicking the button will expand the section and display up to 15 entries.
To further refine your search results; consider entering additional information. For instance; combining the Address Book entry name with keywords found in opportunity Objectives and Description fields can effectively narrow down the search results.
Feel free to close the pop-up and navigate to other modules. Upon selecting Global Search and clicking on the search field again; the pop-up will reappear; displaying your previous search results. To clear the search results; simply click the 'X' located within the search bar.
How does the search work?
Address Book entries
Search Address Book entries by first name; last name; company name; phone number and email address. The results will be sorted by last contacted dates; from the most recent to oldest.
Opportunities
Search opportunities by associated Address Book entry name; opportunity Objective and Description fields. The search results will be grouped by status and sorted by last modified dates; from the most recent to oldest.
Cases
Search cases by associated Address Book entry name; case Subject and Description fields. The search results will be sorted by last modification dates; from the most recent to oldest.
Leads
Search leads by first name; last name; company name; phone number and email address. The results will be sorted by last modification dates; from the most recent to oldest.
Interactions
Search interactions by the text fields across all the interaction related objects; including Subject field in all objects; Details field in interaction log; Description field in appointment; and email message body. The search results will be sorted by dates; from the latest to oldest.
Perform actions while you search
You have the ability to access comprehensive details for various entries such as Address Book entries; opportunities; cases; or leads. Simply click on a specific row to open a pop-up displaying all the details and the timeline. Clicking the arrow button to add the entry to its respective list.
Additionally; by clicking on the ellipsis at the end of the row; you can access a drop-down menu offering various actions that can be performed in relation to the entry.
Within the Interactions section; clicking a row will open a corresponding dialog displaying detailed information. For instance; clicking on an email will prompt the email dialog to appear; while selecting an appointment will open the appointment dialog.