Heap CRM Search Video:


Searching Messages Examples:

John Doe

Searches all message for "John" and "Doe".


"Accounting Question" association:John Doe

Searches for the phrase "Accounting Question" in all messages associated to "John Doe"


Invoice 1023 association:John Doe category:Accounting

Searches for the words "Invoice" and "1023" in messages that are associated to "John Doe" and are in the "Accounting" category


Invoice -Paid association:John Doe category:Accounting

Searches for messages containing the word "Invoice" but not "Paid" that are associated to "John Doe" and are in the category "Accounting"


Invoice -Paid association:John Doe email:John@doe.com

Searches for messages containing the word "Invoice" but not "Paid" that are associated to "John Doe" and were sent by e-mail to or from "John@doe.com"


Invoice -Paid association:John Doe user:Josh

Searches for messages containing the word "Invoice" but not "Paid" that are associated to "John Doe" and were posted by the user "Josh"


Invoice -Paid related-person:John Doe

Searches for messages containing the word "Invoice" but not "Paid" that are associated to someone with "John Doe" as a related person.


Invoice -Paid related-person-note:Server Manager

Searches for messages containing the word "Invoice" but not "Paid" that are associated to someone with "Server Manager" in the related person note section


tag:@tobill

Finds all messages with at least one item tagged with "@tobill"


Searching People Examples:

John Doe

Finds people with both "John" and "Doe" in their name


99163 category: Architects

Finds all people in the zip code 99163 in the category "Architects"


99163 user:Josh

Finds all people in the zip code 99163 and posted by the user "Josh"


99163 user:Josh order-by: locas

Finds all people in the zip code 99163 and posted by the user "Josh" and orders them by the number of times they act as a lead, opportunity, customer or archive.


99163 user:Josh order-by: related people

Finds all people in the zip code 99163 and posted by the user "Josh" and orders them by the number of times they act as a related person.


Searching Calendar Events Examples:

Call Back

Finds events containing the words "Call" and "Back"


Call Back calendar:Sales Tasks

Finds events containing the words "Call" and "Back" on the calendar "Sales Tasks"


Call Back calendar:Sales Tasks association:John Doe

Finds events containing the words "Call" and "Back" on the calendar "Sales Tasks" and associated to "John Doe"


Call Back calendar:Sales Tasks association:John Doe user:Josh

Finds events containing the words "Call" and "Back" on the calendar "Sales Tasks", associated to "John Doe" and posted by the user "Josh"


Call Back calendar:Sales Tasks related-person:John Doe

Finds events containing the words "Call" and "Back" on the calendar "Sales Tasks", associated to someone with "John Doe" as a related person


Call Back calendar:Sales Tasks related-person-note:Server Manager

Finds events containing the words "Call" and "Back" on the calendar "Sales Tasks", associated to someone with "Server Manager" in the related person note section


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