Logon Management – Searching Options

Search Type – If “Search Type” is “Advanced Search”, “Power Search”, “Sales” or “Call Center”, the user can search company revenue, employee size, keyword, custom forms, title code, function code and campaigns.

If “Search Type” is “Advanced Search”, “Power Search”, “Sales” or “Call Center”, the user can search for fields in the “Assignment” section, probability, lead value and forecast date. 

If “Search Type” is “Advanced Search”, “Power Search” or “Call Center”, the user can search industry code. (sic code)

If “Search Type” is “Power Search” or “Call Center”, the user can search for fields in the “CRM Management” section.

If “Search Type” is “Power Search” or “Sales”, the user can search for fields in the “Opportunity” section. 

Search Custom Forms – Allows a user to search for records based on data found in custom forms. 

Download Records – Allows a user to download records using custom download templates from the “Search Results” page. Also allows a user to manage download templates from the search results page and to download contacts from the “Contacts” page. 

Create Public Search / Download Templates – Allows a user to create public saved searches. Also allows a user to create public download templates used to download records from the “Search Results” page. 

Access to Public Saved Searches– Allows a user to access and run public saved searches. 

Create Searches For Other Users (only active for Administrators) – Allows a user to save a search for another user. (user saving search must have a “User Type” setting of “Administrator”)

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