Ashley DeBon: /* Search Accounts */

2026-07-17T06:20:25Z

‎Search Accounts

Ashley DeBon: Created page with " == Search Accounts == === What is Search Accounts? === Search finds accounts by company name or other fields you have selected in filters. === How to navigate === '''Ac..."

2026-07-15T09:06:06Z

Created page with " == Search Accounts == === What is Search Accounts? === Search finds accounts by company name or other fields you have selected in filters. === How to navigate === '''Ac..."

New page

== Search Accounts ==

=== What is Search Accounts? ===

Search finds accounts by company name or other fields you have selected in filters.

=== How to navigate ===

'''[[Accounts]]''' → search bar (“Search for Accounts”)

=== Using Search Accounts ===

# Tap the search bar on Accounts.
# Enter a keyword (company, city, etc. based on selected search fields).
# Use quotation marks for exact phrases when needed (example: <code>"Used Car"</code>).
# Clear search to return to the full filtered list.
# For best results, enable only the search fields you need in '''[[Account Filters]]'''.

=== Features include ===

* '''Keyword search''' – Match against selected fields.
* '''Multi-field search''' – Company, city, state, ZIP, street, phone, email, and other available fields.
* '''Exact phrase tips''' – Quotes improve exact-name matching.
* '''Clear search''' – Reset the search text quickly.
* '''Faster results tip''' – Fewer selected search fields usually means clearer, faster results.

<div style="clear: both;"></div>

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 == Search Accounts ==
+[[File:app_search_accounts.png|200px|thumb|right|Callproof Mobile App Accounts Page]]
 === What is Search Accounts? ===

Search Accounts - Revision history

Ashley DeBon: /* Search Accounts */

Ashley DeBon: Created page with " == Search Accounts == === What is Search Accounts? === Search finds accounts by company name or other fields you have selected in filters. === How to navigate === '''Ac..."