Segmentation and Record Search

  1. Overview
  2. Non Admin Users
  3. Segmentation and Record Search

Global Search

Global Search allows the users to see the search result in one tab, it helps you to search all Modules and Records that improve and optimize the search feature in which users can e ...

Lists Management

Lists are basically saved searches, where you can define your conditions to filter records and also create a custom view by selecting the Fields to be visible. When a List is selec ...

Listview searches

The List view search allows users to search related records such as Contacts, Opportunities, Tasks, and so on, within the primary record. It helps you to search quickly and easily ...

Tag Management

Tag is the label that helps you to find your business records easily for future reference, tag which includes a word, a sentence, or multiple words. There are two types of Tags ...