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New Enhanced Search in Heap CRM
We’ve just added Boolean searching to Heap CRM. Now don’t worry you can still do a simple search or search by sound. But now you can be even more specific with your searches (if you choose).
Let’s say I want to find all messages with the word design; simple enough, just type it in.
Alright now let’s say I want to find all messages with design but not the word direction. Ok just put the - operator in front of the word.
Ok, now what if you just want the messages with direction to be lowly ranked and but not be eliminated entirely. Just use the ~ operator.
Other operators include (operators are placed in front of words):
- + Indicates that the word must be present
- - Indicates the word can not be present
- ~ Indicates the word should decrease the rank of the result
- < Indicates the word is important, but not as important as other words
- > Indicates the word is more important than other words
You can also search using a wild-card. So if you want to find all variations of apple you could search for apple* and you would find apple, apples, applesauce, etc.
If you want to search for a specific phrase just put it in double quotes (e.g. “search phrase”).
February 12th, 2008 at 5:47 pm
How about searches of the phone or zip code fields? I’d like to be able to categorize my leads by geography, is there a good way to search for all leads that are in a certain area code, or zip code range?
February 12th, 2008 at 6:16 pm
You can search for zip codes just by typing them in. If you want to create a group of zip codes, you might want to take a look at:
http://blog.wbpsystems.com/2008/02/09/save-search-to-category-with-heap-crm/
March 7th, 2008 at 7:26 am
If I want to find people who are say clients or associates I can enter into the search box:
category:clients|associates
But what if my categories aren’t mutually exclusive and I for example want to find only for people who are clients AND associates? What is the syntax?
March 7th, 2008 at 9:57 am
Hi Matthew,
At this time you can combine the different operators, but you can’t use the same operator twice.
March 7th, 2008 at 1:42 pm
What about using a NOT operator associated with a class, for example this search:
design user:Jonathan -user: Noel
That doesn’t seem to work, but would be useful.
March 7th, 2008 at 1:50 pm
Hi Jonathan -
No that doesn’t work. However, by being created by “Jonathan”, that item is not going to be created by “Noel”. So typing:
design user:Jonathan
Will give you all messages created by Jonathan that contain the word “design”.
March 16th, 2008 at 3:25 pm
Matthew -
You can now combine multiple searches of the same operator. So the syntax for your example would be:
category:clients category:associates
May 16th, 2008 at 9:32 am
[...] of Heap’s powerhouse features is search. With a few keywords, boolean operators and bucket selectors and you can get any search results you could possibly [...]