Quick Find Search
Use the Quick Find button or press Ctrl + shift + f on the keyboard to show the Quick Find popup. This will do a fuzzy match search of the Account Name Field by default. If you would like the Quick Find to search on a different field, this can be defined in the configuration file. Please contact Customer Success Support at support@fivecrm.com, who will arrange this for you.
Account list search
Use the Account List Search for a more detailed Search on the field(s) of your choice.
Click the Account List Search button at the left of the Account List screen.
The button turns yellow when a Search has been applied.
The first option is the Field list and this is where you select which field you want to Search by.
TIP: By default, the Field list shows a full list of available Fields. There are two options in the Database Area setup to reduce the list. Click here for more details.
The Operator options are:
Name | Description |
Equals | Find Accounts that have an exact match to what you added to the value field. Use * as a wildcard. For example:
|
Not Equals | Find Accounts that do not have an exact match to what you have added to the value field. |
Contains | Find Accounts that have a fuzzy match to what you have entered into the value field. |
Does Not Contain | Find Accounts that do not have a fuzzy match to what you have entered into the value field. |
Greater Than | Find Accounts with values greater than the entered value. Use this option to select where dates are after a certain date. |
Greater Than or Equal | Find Accounts with values the same or greater than the entered value. |
Less Than | Find Accounts with values less than the entered value. Use this option to select where dates are before a certain date. |
Less Than or Equal | Find Accounts with values the same or less than the entered value. |
Is Empty | Find Accounts where the selected Field is empty/blank. |
Is Not Empty | Find Accounts where the selected Field is not empty/blank (so the field is populated with a value. |
The Value field is where you type in what data you are looking to find.
Note: If you are searching on a standard date field such as Firstdate, you will need to format the date like YYYY-MM-DD HH:MM:SS. Searches are not case sensitive.
Click the add button to add more criteria.
Note that each statement is AND so only Accounts where all the criteria match will appear.
Click the Apply button to run the search.
Use the Save button to save the search criteria in the Query list.
Cancel will hide the search option.
Clear will remove the search you have applied.
