Comments on: New Enhanced Search in Heap CRM http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/ IT in the business Thu, 04 Dec 2008 23:41:56 +0000 http://wordpress.org/?v=2.6.5 By: Ben http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9535 Ben Wed, 08 Oct 2008 20:39:48 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9535 No. Sorry, you can't do a negative bucket selector. No. Sorry, you can’t do a negative bucket selector.

]]> By: Dan Brendstrup http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9534 Dan Brendstrup Wed, 08 Oct 2008 11:58:22 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9534 Ben, Is it not possible to use the "-" to exclude a category? I'd really like to be able to search for i.e. "category:presidents -category:oldwhiteguys", but that doesn't seem to work? Ben,

Is it not possible to use the “-” to exclude a category?

I’d really like to be able to search for i.e. “category:presidents -category:oldwhiteguys”, but that doesn’t seem to work?

]]> By: WBP SYSTEMS / Weblog » Blog Archive » Best Practices: Find, Categorize and Report http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9208 WBP SYSTEMS / Weblog » Blog Archive » Best Practices: Find, Categorize and Report Fri, 16 May 2008 17:32:05 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9208 [...] 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 [...] [...] 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 [...]

]]> By: Ben http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9177 Ben Sun, 16 Mar 2008 23:25:31 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9177 Matthew - You can now combine multiple searches of the same operator. So the syntax for your example would be: category:clients category:associates Matthew -

You can now combine multiple searches of the same operator. So the syntax for your example would be:

category:clients category:associates

]]> By: Ben http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9174 Ben Fri, 07 Mar 2008 21:50:53 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9174 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". 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”.

]]> By: Jonathan Heuer http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9173 Jonathan Heuer Fri, 07 Mar 2008 21:42:53 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9173 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. 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.

]]> By: Ben http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9172 Ben Fri, 07 Mar 2008 17:57:28 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9172 Hi Matthew, At this time you can combine the different operators, but you can't use the same operator twice. Hi Matthew,

At this time you can combine the different operators, but you can’t use the same operator twice.

]]> By: Matthew http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9171 Matthew Fri, 07 Mar 2008 15:26:24 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9171 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? 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?

]]> By: Ben http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9142 Ben Wed, 13 Feb 2008 02:16:02 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9142 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/ 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/

]]> By: Jonathan Heuer http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9141 Jonathan Heuer Wed, 13 Feb 2008 01:47:24 +0000 http://blog.wbpsystems.com/2007/10/31/new-enhanced-search-in-heap-crm/#comment-9141 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? 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?

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