Universal Search
We are excited to announce the release of our new and improved search engine! This search bar will allow you to view more information on each record at a quick glance. Every record will show the Owner, Created At Date, Updated At Date, and all other company, deal, or person records they are associated with. This allows you to easily redirect to the profile pages of any associated record right from the search results page.
The largest highlights of our new search feature are:
- Improved speed of search results
- More relevant search results
- Expanded search results; support of additional searchable data
- Recent search terms display
- “Fuzzy” search term support
- Autocomplete search terms
- User is able to type alphanumeric characters to see search results and/or terms
- Quick Search vs Advanced Search
Your recent searches will appear on the right-hand side of the search engine so you can easily return to prior searches.
You will notice that there are new search criteria that you can filter for and get more specific results. You are also able to compound filters to search for multiple criteria at once. The new search filters for each record type are listed below:
Company
- Owner
- Created At Date
- Updated At Date
Deals
- Ownership
- Company
- Stage
- Amount
- Created At Date
- Updated At Date
People
- Ownership
- Company
- Tags
- Created At Date
- Updated At Date
Quick Search vs Advanced Search
