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new filter
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New Filter variable cheat sheet? is there a list or location that list all the different variables/attributes that we type in the new keyword box? ex. "loc:", "rental:", etc.
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You can type org: Big Company in the lead keyword box to only search the organization name. If you just type Big Company in the box it will search all the fields. Below is a list of the keywords that can be used
org = eventorganization
eventname
eventcity
eventzip
ref = referral
id = lead id
qp = quote page name
dt = delivery type
venue = venue name
loc = multi-location warehouse name
email = customer email
phone = searches all phone/fax numbers
ctype = customer type
tag = customer tag
rental = item name
cat = category name
cust = customer name
worker = worker name
salesrep = sales rep name
salesrep: none = returns all leads without an assigned sales rep
total = lead total
pay = lead payments
task = CRM todo task reminders (searches title)
If you type in any of the following, it will list all the possibilities:
loc:
dt:
cat:
ref:
tag:
ctype:
salesrep:
You can type org: Big Company in the lead keyword box to only search the organization name. If you just type Big Company in the box it will search all the fields. Below is a list of the keywords that can be used
org = eventorganization
eventname
eventcity
eventzip
ref = referral
id = lead id
qp = quote page name
dt = delivery type
venue = venue name
loc = multi-location warehouse name
email = customer email
phone = searches all phone/fax numbers
ctype = customer type
tag = customer tag
rental = item name
cat = category name
cust = customer name
worker = worker name
salesrep = sales rep name
salesrep: none = returns all leads without an assigned sales rep
total = lead total
pay = lead payments
task = CRM todo task reminders (searches title)
If you type in any of the following, it will list all the possibilities:
loc:
dt:
cat:
ref:
tag:
ctype:
salesrep:
Keyword search..
does keyword search also include searches into the event notes or other notes and or optional fields?
Keyword search..
does keyword search also include searches into the event notes or other notes and or optional fields?
It does not search the notes fields or any optional fields. Searching full text fields in the database is very inefficient.
It does not search the notes fields or any optional fields. Searching full text fields in the database is very inefficient.
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