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Main Functionalities:
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Search over all entities
Search across several entities and multiple fields with a single click. Entities can be any, custom or out of the box, found in CRM. The records and even records related to the found record can be opened directly from the result window
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Filter
Sub-filter the results quickly on any presented result field. If the result consist of 150 Cases, it is possible to sub-filter the 150 results very efficiently.
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Favorites
CRM users can define specific advanced views, user views, saved views or entities as their favorites. With this functionality every user can quickly access their personalized main views and the user is provided with a single point of information
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Configuration
The search and result fields (CRM attributes) can be configured by the administrator with configuration tool located in the settings-area of CRM.
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Attribute-search
It is possible to search for specific values of a certain CRM attribute (e.g. Main phone number of account).
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Links
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