Find: Anything - Search Examples

accounting help

Searches all message for "accounting" and "help".


"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"


comment: Needs help

Finds all messages with a comment containing the words "Needs" and "help"


filename: Proposal

Finds all messages with a file named "Proposal"


extension: pdf

Finds all messages with a file having the extension "pdf"


complete:no

Finds all messages with at least one follow-up event un-completed.


Invoice date-after:5/1/2009 date-before:6/1/2009

Finds messages containing the word "Invoice" where at least one follow-up event is in the month of May.


"Accounting Question" update-after:5/1/2009 update-before:6/1/2009

Searches for the phrase "Accounting Question" in all messages updated in the month of May.
John Doe

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


email:John@doe.com

Finds prospects with John@doe.com in their e-mail address


zip:99163 category: Architects

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


zip:99163 user:Josh

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


zip:99163 type:lead

Finds all leads in the zip code 99163


city:Pullman state:WA country:United States

Finds all leads in the city "Pullman", in the state "WA" and in the country "United States".


category: Architects custom-value:Design Type=Commercial

Finds all prospects both in the category "Architects" and where the prospect custom value "Design Type" is "Commercial".


custom-value:Contract End Date>1/1/2012

Finds prospects where the prospect custom value "Contract End Date" is after or on January 1st 2012.


custom-value:Unrealized Cost<100

Finds prospects where the prospect custom value "Unrealized Cost" are less than or equal to 100


label: pre-sale custom-value:Design Type=Commercial

Finds all prospects both labeled "pre-sale" and where the prospect custom value "Design Type" is "Commercial".


label: pre-sale my-label: design

Finds all prospects both labeled "pre-sale" (by anyone) and where I've labeled it "design".


zip:99163 update-after:5/1/2009 update-before:6/1/2009

Finds all prospects in the zip code 99163 updated in the month of May.


lead-before:1/1/2009 opportunity-after:5/1/2009 customer-after:5/15/2009 archive-after:6/1/2009 type:archive|customer

Finds a prospect that was last a lead before the year 2009, last an opportunity after May 1st, last a customer after May 15th, last an archive after June 1st and is currently an archive or customer.


expected-value-greater-than: 200 expected-value-less-than: 1000

Limits search to prospects with an expected value between (and including) $200 and $1000.


probability-greater-than: .5 probability-less-than: .9

Limits search to prospects with a probability of success between (and including) 50 and 90 percent.


value-greater-than: 1000 value-less-than: 5000

Limits search to prospects with a potential value between (and including) $1000 and $5000.


history-type:lead|opportunity

Limits history records to leads and opportunities.


history-before: -5 weeks history-after: -4 weeks

Limits history records to between four and five weeks ago.


history-expected-value-greater-than: 500 history-expected-value-less-than: 2000

Limits search to history records with an expected value between (and including) $500 and $2000.


history-probability-greater-than: .25 history-probability-less-than: .7

Limits search to history records with a probability of success between (and including) 25 and 70 percent.


history-value-greater-than: 2000 history-value-less-than: 10000

Limits search to history records with a potential value between (and including) $2000 and $10,000.


moreinfo: Reference Card project: WebSite

Searches for the words "Reference" and "Card" in the more info field and limits those results to propsects linked to a Torch project named "WebSite".


notes: Mac User

Finds all prospects with "Mac" and "User" in the person's notes section.
John Doe

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


email:John@doe.com

Finds people with John@doe.com in their e-mail address


zip:99163 category: Architects

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


zip:99163 user:Josh

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


zip:99163 custom-value:Source=Broccoli Design

Find all people in the zip code 99163 where the person custom value "Source" is "Broccoli Design"


zip:99163 custom-value:Source=Broccoli Design|Travis Auto

Find all people in the zip code 99163 where the person custom value "Source" is "Broccoli Design" or "Travis Auto"


custom-value:First Contact>5/1/2010

Finds people where the person custom value "First Contact" is on or after May 1st


custom-value:Planning Costs<2000

Finds people where the person custom value "Planning Costs" are less than or equal to 2000


zip:99163 update-after:5/1/2009 update-before:6/1/2009

Finds all people in the zip code 99163 updated in the month of May.


city:Pullman state:WA country:United States

Finds all leads in the city "Pullman", in the state "WA" and in the country "United States".


phone:360|206

Finds all people with a phone number starting with 360 or 206.


sound:John Doe

Finds all people with a name that sounds like "John Doe".


notes: Mac User

Finds all people with "Mac" and "User" in the notes section.
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


Call Back calendar:Sales Tasks related-person-note:Server Manager complete:no

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 and the event is uncompleted.


Call Back date-after:5/1/2009 date-before:6/1/2009 user:Josh

Finds events containing the words "Call" and "Back" where the event is in the month of May and the user is "Josh".