Basic Search Criteria

Updated 1 year ago by dustin keir

The results of the search depend on the type of entry you are searching for:

  • When searching for Address Book entries, all entries with a matching value in any basic field, including name, email address, phone number, and address are returned.
  • When searching for Opportunities, all opportunities with a matching value in the Objective or Description fields are returned.
  • When searching for Customer Service cases, all cases with a matching value in the Subject or Description fields are returned.


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