Search: Difference between revisions
(Created page with "Search works in a number of ways 1. Email Matching 2. Manual Search 3. Parse Search There are also 2 extra options here 4. Bookmarks 5. History ----- 1. Email Matching T...") |
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You can search on all available entities (this can include custom entities). | You can search on all available entities (this can include custom entities). | ||
[[File:search1.jpg]] | |||
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3. Parse Search | |||
This option is available under the search options menu | |||
[[File:search2.jpg]] | |||
This opens a dialgo window showing all available email addresses that the system can parse | |||
[[File:search3.jpg]] | |||
Clicking on one of these items will use that email address in the search and act accordingly. | |||
Revision as of 10:47, 14 June 2021
Search works in a number of ways
1. Email Matching 2. Manual Search 3. Parse Search
There are also 2 extra options here
4. Bookmarks 5. History
1. Email Matching
The system will take an email and search as follows:
a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match
If no match is found the user is presented with the new Company screen.
Were there is no tag, all matches (person,company, lead) will be returned. The first item will be shown but if you click back to the Search area you will see all results.
2. Manual Search
You can search on all available entities (this can include custom entities).
3. Parse Search
This option is available under the search options menu
This opens a dialgo 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.
