Use a typical search and modify with criteria

Use typical searches as a starting point

A typical search is a great way to start looking for data in SuperOffice CRM. You can find typical searches by clicking underneath the group of data you are interested in. Containing pre-set search criteria, typical searches can be used as they are, modified or expanded.

As an example, let’s take a look at a typical search called “My overdue follow-ups”. This search will give you a list of all the activities that you haven’t completed yet, which are as, a result, overdue.

When you set up the search criteria for this search, you can decide which type of activities you want to search for.

Click the Find button in the top bar and select typical searches in the drop down menu

Add and edit search criteria

Typical searches are there to help you get started and create your own search of CRM data. After you’ve selected a typical search, you can add and edit the search criteria. And once you’ve created a useful search that you’d like to use again, you can save it as a selection.

Watch this video to learn how to do a typical search and modify it by adding new search criteria or follow the step-by-step guide below (video length – 3:01):

Related:

• Search & find
• Create a search and save it as a selection
• Broaden your search using the OR function
• Use the Find screen - Help file