Search

Last Revised:       Written by Veloxity CRM    Time Estimate: About 7 minutes. Version 2.0

Contents

What is Search?

Definition

Search is a process for finding data in your CRM system.

Veloxity offers several search features. Select the process that meets your needs.

How can I use Search? 

Use Search to quickly find relevant data. 

Search data is used to back charts, create reports, and locate information. 

Veloxity CRM offers several ways to search:

  • Quick Search: Quick Search enables searching for Data Records and Documents across the entire Veloxity CRM system.
  • Advanced Search: Advanced Search enables you to easily perform structured searches across hierarchies of data.
  • Query by Example (QBE): QBE offers a search form that models the structure of the documents for which you are searching. 
  • Saved Search: Recent searches, system searches, and user saved searches are available for quick click and access functionality. 

Where can I find Search?

Search is located on the Main Menu.

Navigating Search

You are looking at a screenshot demonstrating how to Navigate Search Features:


Figure 1. Navigating Search Features. 

How can I use Search?

What Kinds of Searches can be performed? 

  • Quick Search
  • Advanced Search
  • Query by Example (QBE)
  • Saved Search

Quick Search

What is Quick Search?

Quick Search enables searching for Data Records and Documents across the entire Veloxity CRM system.

Quick Search works by querying all data records for the data types selected for any fields containing the search terms.

Visit Quick Search for more details. 


How can I use Quick Search?

You are looking at a screenshot demonstrating how to Create a Quick Search:

Figure 2. Create a Quick Search.

Advanced Search

What is Advanced Search?

Advanced Search enables you to easily perform structured searches across hierarchies of data.

Visit Advanced Search for more details.


How can I use Advanced Search?

You are looking at a screenshot of Creating an Advanced Search:

Figure 3. Creating an Advanced Search.

Query by Example (QBE)

What is Query by Example?

QBE offers a search form that models the structure of the documents for which you are searching. 

Enter the values you wish to search directly into the form. 

Visit Query by Example for more details.


How can I use Query by Example?

Enter search terms into the fields to search for any data records that match the field values entered.

You are looking at a screenshot of a QBE Search Form for Opportunities:

While this example uses an Opportunity QBE Search, the process is the same for other data types.

Figure 4. QBE Search Form for Opportunities.

Saved Search

What is a Saved Search?

Recent searches, system searches, and user saved searches are available for quick click and access functionality. 


How can I create a Saved Search?

You are looking at a screenshot demonstrating how to Save an Advanced Search:

Figure 5. Save an Advanced Search.