At the top of the menu, you will find a Search box that will enable you to search within FreeAgent CRM. This will help you get to where you need to go faster. This is a global search which means that it will take your keyword(s) and match it to any existing record within all your Apps as well as the Settings.
Edition Qualifier: The filter feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to perform global searches.
As soon as you start typing in the search bar, the results will show all those records that start with the word you search for. Here is an example, if you are searching for FreeAgent you just need to type "Free", the platform will retrieve "FreeAgent" (and all other matches that start with "Free").
If after you type your keyword(s) you hit the 'enter' key, the results of the search will be displayed on a single page. If the keyword(s) matches multiple elements from different Apps, they will be divided into sections that correspond to each of the Apps. Results that match a Setting page will only be displayed in the menu.
Click on the List icon to the right of the App name will take you to the results page for the specific App you selected.
Note: It is possible to adjust the fields used for Search. To learn more about this configuration option, please visit the following tutorial:
Advanced Search
There are 6 options for you to dig deeper into your data if you are looking to get specific results.
| ADVANCED SEARCH | DESCRIPTION | EXAMPLE |
| Exact Match | Enclose the keyword between double quotes "" to get an exact match. | To find FreeAgent type "FreeAgent" |
| OR | Use | (Vertical Bar) to get coincidences that match one OR the other word in the search. | To find FreeAgent or CRM type FreeAgent | CRM |
| AND | Use and to get coincidences for all the words used in the search. | To find FreeAgent CRM type FreeAgent & CRM |
| Exclude | Use ! at the beginning of your search to exclude that word from the results. | To find a contact named Ryan whose last name is not Smith type Ryan & !Smith |
| Group Rules | Use ( ) to enclose various rules to gain more control over the results. | To find a contact named Ryan or Dave whose last name is not Smith type (Dave | Ryan) & !Smith |
| Starts with {word} in Group rules | Use :* to get results that match with the first letters of a word. | To find contacts named Dave whose last name is Stephens type Dave & St:* |
These advanced search options will open up a world of possibilities since it is possible to combine them to create the ultimate search function.
Best of all is that you can use the advanced search in the local search feature, available in each of the Apps. To learn more about it, please visit the following tutorial:
Views Navigation
Special Considerations
- When the search contains a special character from advanced search symbols like |, &, ! It will get you the exact match (not a fragment), so you will need to use :* if you are not looking for the exact match.
- When the search does not contain any advanced search symbol, but you use a space between words, it will search the words in the order you typed them in, for example, if we want to search a contact with the name John Martin, you can enter the text Jo Mar. The platform will get you the records with the coincidences that follow the specified order.