How do I search my records? Follow

The simplest definition of Search is finding what you need.

Salesmate allows to two Search Options

• Global Search
• Quick Search within the Modules
• Enable the Search option within the Fields

Global Search

For example, if you want to find...

• Contacts by their Name, Email, Mobile number or email address
• Companies by the city, state or country they are located in
• Deals or Activities by their associated contact person OR any data by the Tags you used on them...
  
  The best and quickest way to search your data in Salesmate is through the search box besides the magnifying glass icon.

To begin using the search, click on the search box beside the magnifying glass icon on the top bar and begin typing the name of the record you wish to find in Salesmate.

• Once you click in the search box, you will be shown any previous searches you made and recently viewed records.
• You can search based on Contact, Company, Deal, Activity or Notes. 
• Type in the search box and you will be suggested results as you type. Suggested results will be grouped by record type (contacts, companies, activities, deals, and notes) and will display 5 of each record type.
• Once you hit Enter the detailed results will be displayed, which you can further refine based on the type of record.

• In the displayed results, click on the Name of the record to open it in the Quick View of that record. Hit the icon to open it in the Detail View.

• You can choose to only search specific records by selecting the type of record.
• This will list results belonging to you and your teammates where you have at least view rights.
• You can choose to view results only belonging to yourself by hitting the option "Only my records"

Quick Search within the Modules

Salesmate do provide the feature to search with any modules. You can use the search to directly find any Contact, Activity, Opportunity and many more.

Here is how you can search the same:

Enable Search option within Fields

Salesmate allows you to customize your Global Search experience by enabling specific fields to appear in search results. This helps you quickly find records using key information that matters most to your workflow.

Steps to Enable Global Search for a Field:

• Navigate to your Profile Icon.

• Click on Setup from the dropdown menu.

• Select Modules from the Setup options.

• Choose the module where the field is located, or create a new field if needed.

• Click on All Fields and hover over the field you want to appear in Global Search.

• Click on Actions.

• Click on the Edit Field option.

• Check the box labeled Appear in global search results.

• Click the Save button to apply the changes.

Once done, that field will be searchable through the Global Search bar, helping you access important data faster.