Gmail Search: Difference between revisions

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Search works in a number of ways
*1. Email Matching
*2. Manual Search
*3. Parse Search
-----
1. Email Matching
The system will take an email and search as follows:
a. Person match (full match)
b. Company match (on domain or on person email domain returning their company)
c. Lead match
[[File:Screenshot_2026-06-26_140510.png]]
If no match is found the user is presented with the new Company screen.
[[File:Screenshot_2026-06-26_140726.png]]
1. Manual search
You can search across
You can search across


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* Leads
* Leads
* Opportunities
* Opportunities
* Cases
* Cases  
* Activities (communications like email and phone)
* Activities (communications like email and phone)
* Custom Entities (contact us for details)
* Custom Entities (contact us for details)
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'''How searches default work'''
3. Parse Search
 
Here we will outline how the search works per entity.
 
We break this down to EXACT and LIKE matching.
----
 
# Accounts
 
'''Like'''
 
* Name
* Address
* Phone (if the value is a number)
 
'''Default Order''''
 
Name ''Ascending''
----2. Contacts
 
'''Like'''
 
* Name
* Email
* Phone (if search term is a number)
* MobilePhone (if search term is a number)
 
'''Default Order''''
 
Name ''Ascending''
----3. Lead
 
'''Like'''
 
* LeadName
* Email
* Address
* BusinesPhone (if search term is a number)
* Comment
 
'''Default Order''''
 
LeadName ''Ascending''
----4. Opportunities
 
'''Like'''
 
* Description
* Title
 
'''Default Order''''
 
Description ''Ascending''
----5. Case
 
'''Like'''
 
* Subject
* Number
 
'''Default Order''''


Subject ''Ascending''
This option is available under the search options menu
----6. Activity


'''Like'''
[[File:Screenshot_2026-06-26_135211.png]]


* Title
This opens a dialog window showing all available email addresses that the system can parse
* Body


'''Default Order''''
[[File:Screenshot_2026-06-26_134657.png]]


''StartDate'' desc
Clicking on one of these items will use that email address in the search and act accordingly.

Latest revision as of 14:10, 26 June 2026

Search works in a number of ways

  • 1. Email Matching
  • 2. Manual Search
  • 3. Parse Search

1. Email Matching

The system will take an email and search as follows:

a. Person match (full match) b. Company match (on domain or on person email domain returning their company) c. Lead match

If no match is found the user is presented with the new Company screen.

1. Manual search You can search across

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Cases
  • Activities (communications like email and phone)
  • Custom Entities (contact us for details)

Note: How the search works for all entities can be customised.


3. Parse Search

This option is available under the search options menu

This opens a dialog window showing all available email addresses that the system can parse

Clicking on one of these items will use that email address in the search and act accordingly.

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