Smart Search

cloud based CRM Jun 06, 2013

With Deskera advanced search capabilities, it has never been easier to find exactly what you are looking for. Advanced search is available in all our major products such as CRM, HRMS, ERP, Inventory Management & Project Management. This feature allows you to locate anything from leads, accounts and opportunities in CRM to employee records, competencies in HRMS.

Using filter conjunctions such as ‘and’ as well as ‘or’, users are easily able to:

● Narrow down or locate specific items in leads, products or opportunities,

● Save searches so as to avoid making repeated queries and

● Export search results to create new data lists with ease.

The following steps will show how we can conduct advance searches with Deskera Open Source CRM in less than 5 steps.

Step 1: Go to the list you want to search such as leads and click on ‘Advanced search’.

Step 2: Select the field you would like to search within.

Step 3 Key in the term you would like to search in the search bar and click the ‘Add’ button next to it. Your Search Parameter will appear below.

Step 4: Repeat Steps two and three to create another search parameter in a different field. You should now have two parameters.

Step 5: Select the Filter Conjunction of your choice and click on ‘Search’ to view your results below.

Saving Searches can also be saved easily. Simply enter the title you want to save the search as, click on ‘Remember Search’ and then proceed to your Dashboard to view your saved searches.

In less than 5 steps, Deskera Open Source CRM makes looking for items a breeze and allows your salespeople to concentrate on what they do best!

To learn more about us, please visit Deskera Open Source. You may also join our Open Source Community.

cloud based CRM, CRM, duplicate entries in crm, Open Source, Open source CRM


Nidhi S

Product Manager at Deskera

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