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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