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What is the Logic Behind the Search Bar's Results?

The search bar is capable of searching records within the system by various fields and points of data.

In order of descending (highest to lowest) priority, the following is a list of fields searched through by the system to populate results:

  • Display name

  • First name

  • Last name

  • Company

  • Number

  • Description

  • Address line 1

  • Address line 2

  • Email

  • Home phone

  • Work phone

  • Mobile phone

  • Fax number

  • Zipcode

  • Filename

  • Contact type

  • Custom text fields

Depending on the pre-determined priority of this data, the more a search result appears in these fields, the more likely it will appear at the top of the search results.

Example: if the name of a Contact appears in the Last Name, Company, and Display Name fields, these would be prioritized higher than a Contact in which the name only appears in the Last Name and Display Name fields.

Be aware that the search bar does not accept special characters (!@#$%^&-*, etc.)  and searches including these (such as a full email address with the @ symbol) will return no results. Instead, only search terms without those characters. For example, type in the first part of the email without the @ symbol.