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How to search for companies and contacts using the FastSearcher
Oppdatert på 6. aug. 2021
The FastSearcher is the search field that opens when you click on Company or Contact in the left-side Navigator menu. It will help you find companies and contacts quickly and it’s a great feature to check your database for possible duplicates before adding a new company or contact.
To find a single company or contact, simply enter the name you are looking for, and SuperOffice CRM will give you a list of all the companies and contacts that match your description.
The FastSearcher feature is also available in the Sale, Project and Selection screens.
Were you looking for an overview of all your contacts, or a certain segment? Create a selection of companies or contacts, and add criteria of your choice, such as industry and geography. How to create a selection >
How to use FastSearcher
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.
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