What is the Deep Search feature in the CRM?
The Deep Search option is available in the Results page of Global Search.
When you use Deep Search, the search will match all the records with the search keyword anywhere in the record. In comparison, the Default Search (when Deep Search is not enabled) will find the searched text if it starts with it.
When you use Deep Search, the search will match all the records with the search keyword anywhere in the record. In comparison, the Default Search (when Deep Search is not enabled) will find the searched text if it starts with it.
- For example, say a Contact record, Rohit Kumar, has a text websense in its description field.
- If you search with the text sense
- The results show Rohit Kumar's record only if Deep Search is enabled. (As it is present under the text websense i.e., anywhere.)
- If you search with the text web
- The results show Rohit Kumar's record in both these scenarios. (As it is present at the start and anywhere else too.)
- If you search with the text sense
- Show Closed Records option: Enabling the checkbox will display closed records.
- Advanced Search option: This option lets you add conditions to your search such as the Module, Has all these words, Exact words/Phrase, and Any of these words.