Discussions

Expand all | Collapse all

contact pages

  • 1.  contact pages

    Posted 01-22-2018 21:54
    Can I create contact records with keywords that I can use to pull lists like in Salesforce?


  • 2.  RE: contact pages

    Posted 01-22-2018 22:06
    I don't know what sales force does, but certainly you can have key words and pull reports.  If you better describe a typical query format like are these key words being treated as an AND (needs all key words) or as an OR (one of the key words), then I'm sure there is a way to design a report to pull that.

    Note also that a super low tech solution is that at the top of report there is that filer box.

    if you type
    cats

    then all records on that report with a column on the report containing cats will get a hit.

    If you type cats AND dogs with the AND in upper case, then the hits must contain both cats and dogs

    If you type cats OR dogs, with the OR in upper case then you will get hits on either cats or dogs.