Do you already know? Today: Full-text search
Posted: Thu Jan 30, 2025 6:34 am
You know you discussed a specific topic with a customer and wrote something down about it. However, you just can't remember which customer it was, let alone where you wrote it down. In an email, a note or in a task?
This is where the full-text search in CentralStationCRM comes into play.To do this, enter a word that is as concise as possible and that you can still cameroon telegram screening remember into the search box at the top right and then click on the “Search notes and tasks” link.
We then search your CRM for the search term. This also includes notes and emails, which we do not list in the small search field due to space constraints. The only thing that is not searched is files, regardless of where they are stored.
So that you don't lose anything so quickly, even if you can't remember your note in detail. What you write remains.
This is where the full-text search in CentralStationCRM comes into play.To do this, enter a word that is as concise as possible and that you can still cameroon telegram screening remember into the search box at the top right and then click on the “Search notes and tasks” link.
We then search your CRM for the search term. This also includes notes and emails, which we do not list in the small search field due to space constraints. The only thing that is not searched is files, regardless of where they are stored.
So that you don't lose anything so quickly, even if you can't remember your note in detail. What you write remains.