How to search OnePageCRM
Finding what you need in OnePageCRM is quick and easy with the search bar. Pinpoint contacts and activity using different search terms. For example, if you want to find a contact by their phone number or if you're looking for all calls, notes, and deals using a specific phrase, then type it into the search bar and you'll find what you're looking for!
| In this article: | |
| Search Contacts | Create a Custom Search |
| Search Activity Page | Finding an exact match for Contact Search |
Search Contacts
| First and/or last name | Phone number |
| Organization Name | Email address |
Notes:
- Contact search will only return a result if your search query contains the first characters of what you're looking for. For example, if you want to find a contact name "Annabelle", you will need to search for "Anna", not "belle". If you want to find an exact match, use the * (star) method, see here for more info.
- At least 2 characters are needed to start a search in Contacts or Activity.
Search Activity
| First and/or last name | Email address | Calls |
| Organization name | Background | Deals |
| Phone number | Notes | Address |
Note: The activity search will only return results if your search query contains the first characters of what you're looking for.
For example, if you want to find any activity containing the word "Appointment", the search query must be typed from the start of the word, i.e., "App", "Appoint", and not "point", "pointment", etc.
Create a Custom Search
The dropdown allows you to select from the following options to search within the CRM.
Job title Organization Phone Next Action Text Closing Comment Text Deal name |
Contact Address Address Zip / Postcode City State |
Organization Address Address Zip / Postcode City State |
Contact Custom Fields Single Line Multi-Line External ID |
Organization Custom Fields Single Line Multi-Line External ID |
Deal Custom Fields Single Line Multi-Line External ID |
Notes:
- To edit an existing Custom Search → click on the Search bar → hover over the appropriate Custom Search → select the pencil icon.
- To delete an existing Custom Search → click on the Search bar → hover over the appropriate Custom Search → select the pencil icon → select Delete in the Custom Search pop-up window.
Notes:
- Once a Custom Search has been created, it will be available to all users within the CRM.
- The Custom Searches are sorted as follows: special characters, numbers, alphabetically.
Finding an exact match for Contact Search
The contact search functionality will return a result only if you input the start of the search query. For example, if you're looking for Annabelle Smith, you will not find this contact by searching for "belle smith", you will need to search for "ann", "anne smith", etc.
However, if you need to find an exact match using characters in the middle of words/ phone numbers, you can add a star (*) before your search query. If you want to search for Anabelle Smith, you can find this with the search query "belle smith", e.g. *belle smith.
Note: For more extensive searches using multiple fields, you can use the Advanced Search.
Search queries that will not return a result on their own:
a about above after again against all am an and any are aren't as at |
be because been before being below between both but by can't cannot could couldn't |
did didn't do does doesn't doing don't down during each few for from further |
had hadn't has hasn't have haven't having he he'd he'll he's her here here's hers herself him himself his how how's |
i i'd i'll i'm i've if in into is isn't it it's its itself let's me more most mustn't my myself |
no nor not of off on once only or other ought our ours ourselves out over own |
same shan't she she'd she'll she's should shouldn't so some such than that that's the their theirs them themselves then there there's these they they'd they'll they're they've this those through to too |
under under until up very was wasn't we we'd we'll we're we've were weren't what what's which while who who's whom when when's where where's why why's with won't would wouldn't |
you you'd you'll you're you've your yours yourself yourselves |