In this video, users will learn how to complete a Global Search is used to search upon records across multiple modules. The Global Search can be performed the following modules: Leads, Contacts, Accounts, and Opportunities. The Global Search bar is accessible from any page in AMPED. The search will yield up to the top 50 results per module. for each module will be displayed in the list view.
Searchable Fields
Users can search any and all of the following fields for the respective modules:
Global Search implements full Text Search, so you can search by the following types of fields:
- Text: "sample quote" (Please see below for guidelines on searching text fields)
- email: "ampedsupport@vantage.com"
- Date: 11/29/2020 (Preferable format: DD/MM/YYYY)
- Owner's First part of Username: johnsmith@email.com
- Phone Number: 4845556235 (avoid using parentheses and dashes)
Searching Text Fields
You can search with Text Field values with the following text fields:
- Leads: Last Name, First Name, Company, Street, State, City, Owner Full Name
- Contacts: Last Name, First Name, Company, Street, State, City, Owner Full Name
- Accounts: Company, City, State, Street, Owner Full Name
- Opportunities: Opportunity Name, Company, Owner Full Name