PowerFind

PowerFind

  • Date Created: February 2, 2015
  • Last Modified: March 26, 2015

A subscription to PowerFind is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: December 31, 2014
  • Last Modified: March 26, 2015

PowerFind is all about finding people in your CRM system and gives you the ability to search Accounts, Contacts, Leads and Campaign Responses all from one screen.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

In the solution, the Set-Up tab is for configuring the Reading Pane – we have given you a head start, you’ll want to make changes that suit your organization’s needs.

To edit the reading pane, select one of the four entities that PowerFind searches; Account, Campaign Response, Contact or Lead.

A corresponding list of fields will populate, you can then drag and drop fields from the list over to the reading pane on the right-hand side. To delete a field from the reading pane, drag and drop the field up to the header (where it says “Account” in the screenshot below) and drag a different field over top of it. If you added any entities in the configuration, you will need to add a reading pane for those entities. Make sure to click the Save button before selecting another entity or closing the solution.

Note: You will want longer description fields in the place towards the bottom of the reading pane (where it says “Drag & Drop Description”).

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

Every user who would like to have access to PowerFind will need the PowerFind User security role assigned to them. System Administrators will automatically see PowerFind and be able to use PowerFind, even without having the security role assigned.

  • Date Created: February 8, 2015
  • Last Modified: March 24, 2015

To begin searching, type in a search word in the search bar, located at the upper right of the screen. PowerFind will then search through Contacts, Leads, Accounts and Campaign responses in CRM and display your results in a grid in the middle of the screen. PowerFind will automatically search at the beginning of and within fields.

To filter your search results, you can select a letter of the alphabet at the bottom of the screen, which will show only records whose name starts with that letter. The Status dropdown can also be changed to search Active, Inactive or All records in CRM. You can also click on a column heading, and the list will sort by that column. The view is by default, sorted alphabetically by Name.

The activity toolbar, found at the top of the PowerFind screen, allows users to add activities to the selected record with one click. The reading pane, located on the right hand side of the screen will display information from the item that is highlighted in the list.

Note: To configure what is displayed in the reading pane, you will change the entity’s settings in the Set-Up tab of the solution.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

PowerFind gives you the ability to search the Account, Contact, Lead and Campaign Response entities only. You will not be able to configure any other entities with PowerFind.