Searching in CRM
There are two ways to find the account/s your are looking for, the quick and easy Global Search(lookup), and the exact and powerful Precise Search. Both of these lookup tools provide different results and value.
In this article:
Please take a look at these Quick Reference Cards (QRCs):
Global Search | Precise Search
Global Search vs. Precise Search
Global Search is great for finding that account or contact that you need to engage with. Providing the ability to quickly lookup an Account or Contact from anywhere in the system. No need to be case sensitive, natural language search, fuzzy matching, and did we mention, Contacts are also searched.
Precise Search is the perfect compliment to Global Search, great for building lists or finding the exact accounts that match your search. This precision comes from being an exact match, which includes case sensitivity, you also get to tell it exactly which field to search in. For more exact results, you also may combine search terms in multiple fields at the same time.
Global Search |
Precise Search |
| Type and go (quick results) | Fine Tuned control of your search |
| Provides close matches | Exact Matches only (case sensitive) |
| Looks for matches across all data | Search for specified results |
| Great for quickly finding a specific record | Great for building lists |
As you can see both of the search functions in CRM are useful for their specific purposes. Whether you are trying to find a certain Account while on the road, or looking for everyone that has a specific Label, CRM has a search function that will suit your needs.
How to Run a Global Search
Hot to Run a Precise Search
