No matter where you are in Teamleader Focus, you can find a magnifying glass icon in the top right-hand corner of your account. This icon refers to the global search function in Teamleader Focus. Read all about what it is and which things you can search on here!
The global search function basically provides a general search over all modules in Teamleader Focus instead of searching more specifically per module. The global search function is especially handy when you quickly want to find something or someone.
For more in-depth search though, we still advise you to search on module level instead of on a global level.
Tip: When searching, try to use one word, as spaces between words can have an influence on the results.
Things that are searchable/findable with the global search functionality:
- Customer's name
- VAT number
- Email address
- Street name
- Phone number
- Task title
- Meeting title
- Deal title
- Project title
- Invoice number
- Typing customer's name displays customer's invoices
- Ticket title/subject
- Ticket number
- Limited search by ticket content
- Name of the product
- Product ID
- Notes on CRM level, meeting level, notes linked to a deal, notes on project level, invoice
level, product level
Do you prefer to watch our instructive video? You can do so right here: