Find and selections

Searching for information in your CRM database is something you do every day. Whether you’re looking for a phone number or a list of all of your open sales, the Find feature will help you locate the information faster.

The following how-to guides will:

• show you the different ways you can find information in SuperOffice CRM database,
• explain how you can save your searches as a selection,
• demonstrate what tasks you can perform using your search or selections. 

With SuperOffice Find you can search for a single piece of data, such as a phone number, or a list of data, such as a list of mailing recipients, for example.

In SuperOffice CRM you can search for:

• companies
• contacts
• selections
• follow-ups
• sales
• projects
• documents
• products
• requests
• chat conversations
• form submissions
• mailings

When you use the Find feature, you can save each search you perform as a selection.

How-to guides:

• Use a typical search 
• Create a search and save it as a selection 
• Dynamic and static selection
• Broaden your search using the OR function
• Visualising selections with charts
• Bulk update contact information
• Mass delete contacts and companies from selection