Difference between revisions of "Search Accounts"
Ashley DeBon (talk | contribs) (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...") |
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== Search Accounts == | == Search Accounts == | ||
| − | + | [[File:app_search_accounts.png|200px|thumb|right|Callproof Mobile App Accounts Page]] | |
=== What is Search Accounts? === | === What is Search Accounts? === | ||
Latest revision as of 06:20, 17 July 2026
Contents
Search Accounts
What is Search Accounts?
Search finds accounts by company name or other fields you have selected in filters.
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:
"Used Car"). - 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.
