Applies to: R4 Version
The Quick Search option is in the top right corner of the SalesNexus menu bar, and is fully customizable. For more information on how to specify a field for Quick Search, see: How to Add New Fields
- Quick Search only Searches for Contact name by default
- Clicking the "square button" to the left of the Search box lets you select up to 3 fields to search at once
NOTE: Searching is limited to 3 selected fields to keep each search operation quick. Adding more than 3 would cause searches to time out. The "All Primary" option has been optimized to search across all the fields in Quick Search with out timing out.
- Selecting "Campaigns" allows you to search for any Email Campaign in your SalesNexus account
- Selecting "Groups" allows you to search for any Group in your SalesNexus account