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Use a typical search and modify with criteria

Uppdaterad på 19. okt 2021

A typical search is a pre-defined search that we’ve set up for you, so you can see what other users typically search for. Each data set in the Find screen contains a list of typical searches that are ready to be used. This article will show you how to use and change a typical search.

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.

Use one of the many typical searches that are avaiable for you to useClick 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):

 

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