Search Filtering in History, Tasks and Email marketing

Each section of your CRM account has a filter search.


Contacts

Filter on a contacts history using the Filter box or the Search History button – see example below:


Enter what you want to search on in the search box below to find the results:



Tasks

Search each individual Task Folder


Choose which folder you wish to do the filtered search on.  In the screenshot below you can see that the In-Tray folder has been selected and it displays ALL of the tasks inside that folder in due date order. 


Notice the Filter box below the In Tray.  This is where you enter what you want word(s) you wish to search on.



Please note: the Filter Search ONLY searches on the words inside the Name of the task box . So when created new tasks be mindful of what you want to name the task as it affects your search filter results. If you want search on call backs, or quotes etc you need to ensure these words are in the name of the task item so they will be found. The Filter Search does not search on the Task description box text, a user name, company name, priority or anything else.



Email Marketing

The Filter search box works the same as the Task Filter search in that you can search in each of the e-marketing folders you create. By default you have the folder Campaigns. Here is an example of multiple folders. To create a folder click on the + New Folder button just below the folder headings.


In the screenshot below it demonstrates searching on the Folder 'Marketing Material' and the words course. Here it brings the email campaigns that match: 



Please note: the Filter Search ONLY searches on the words inside the Name of the email campaign, so when creating a new campaign be mindful of what you want to name the campaign as it affects your search filter results.