December 8, 2010
New Feature – Sitewide Search Added
We know how important it is to have your customer data in arms reach, so we decided to overhaul the search box located at the top of your app. You can now search almost everything in your CRM using this search. This means contacts, companies, deals, tasks, events, cases, and files.
Sometimes you might want to see more information about a specific contact, company or deal. If you search for one of these specifically, you can see related information as well, such as its tasks, notes, cases etc. The bar turns green when a single expanded record is found (as pictured below). If there are any other search results found (aside from Clint), they will be shown below the expanded results in blue.
We have also expanded our standard sitewide search (accessed by clicking the “Search” tab in the top right). This search is now faster and more relevant. We hope you enjoy the new search features. We consider this just the beginning of our search enhancements, so don’t be shy about telling us what you’d like to see.