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Accessing Information from the Search Results Page

Overview

To improve your ability to sort through records quickly you can access key components of the record from the Search Results page. There are three configurable columns available to display on the search results page:

  • Contacts
  • Opportunities
  • Custom Forms

Each column in the search results page will include an image.  When the mouse is positioned over the image the list of contacts, opportunities and custom forms associated with the record will be displayed. From the accounts / search results page, the user can quickly update contact, opportunity and custom form information. You’ll need to make a couple of changes to your system to access the new features.

PREREQUISITES: Access to customize pages

Steps to configure the labels for each of the columns:

  1. From the Administration/Customize Labels
  • Add : More Info – Contacts
  • Add : More Info – Custom Forms
  • Add : More Info – Opportunities

After customizing the labels to access contacts, opportunities and custom forms you can create a new search result view to include these new items.

Add the new fields to a custom view to see the new columns. Apply the newly created view to your search results. The new search results will display the “More Info” icons. You can edit the labels to reduce the fields width on the page, for example you could change to Info, Forms, Deals, Contacts.

Creating a new view

Additional features that can be accessed directly from the search results page:

  • Sending Email
  • Adding to Lead Nurturing
  • Sending SMS Messages
  • Attaching a Custom Form
  • Access an in-line Custom Form
  • Attaching a Smart Form (programable custom form)
  • Assigning a Campaign
  • Adding a Marketing Activity
  • Request an Update to Records (Lead-Xpress / CRM-Xpress)
  • Add Notes / Review the History
  • Access Call Stats/Click Actions/Express Updates
  • Attaching Files
  • Use the Weblink (links to other websites)
  • Access/Edit Cases
  • Access/Edit Contacts
  • Access/Edit Quotes
  • Access/Edit Custom Forms
  • Access/Edit Opportunities (Deals)
  • Access/Edit Callbacks & Reminders

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