Gmail Search
From Accelerator for SageCRM
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.
