Search and find the information you need

Below is a set of how-to pages that will show you the different ways to find information in your SuperOffice CRM database, how you can save your searches as a selection, and the main tasks you can perform using your search or selections. 

With SuperOffice Find you can search for a single piece of data, such as a phone number, or a list of data, like a list of mailing recipients, for example.

In SuperOffice CRM you can search for:

• companies,
• contacts,
• selections,
• follow-ups,
• sales,
• projects,
• documents,
• products, and

When you use the Find feature, you can save each search you perform as a selection.

How to search for information

How to use a typical search 

How to create a new selection 

How to broaden your search using the OR function

Visualizing selections with graphs and dashboards