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How do we use the counters?

In this article

    The counters appear as search criteria in the ”match also” blocks of Find Company and Find Project

    The counters also appear everywhere else we can search for Companies and Projects

    • Unified search system everywhere
    • Find (Company, Project)
    • Static Selection member criteria
    • Dynamic Selection member criteria
    • Status Monitors

    Of course, you can combine them with any other kind of criteria you find relevant
    The combination of counter criteria, real-time updates, nightly regeneration and dynamic selections is particularly powerful

    • For instance, up-to-date selection of customers needing your attention
    • Then run a task to create appointments for yourself, or the responsible contact
    • Take a snapshot by converting into a static selection, for later reference