What it is
The search box in the top bar looks across your whole account: contacts, call transcripts, call notes, notes, texts and email, tasks, callbacks, appointments, deals, calling lists, campaigns and templates.
Where to find it
The Search everything box in the top bar, on every page.
Steps
- Click the box, or press Cmd K on a Mac, Ctrl K on Windows, or the / key.
- Type at least two characters: a name, a phone number, or something said on a call.
- The top few results of each kind drop down under the box. Use the arrow keys and Enter, or click one.
Type two characters or more; the top results drop down - Press Enter with nothing picked, or choose See all results, to open the full results page.
- On the results page, use the chips, or Show all on a group, to show one kind, and Load more to see further matches.
The results page, with chips for each kind
Good to know
- You only see results you are allowed to see. Agents see their own contacts.
- Call transcripts only match calls you placed yourself.
- A contact opens in the same tab. Cmd click or Ctrl click opens a new tab.
- Press Esc to close the dropdown.
- A results page link can be shared with a teammate, who sees only what their own seat may see.
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Next in CRM
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Still stuck? Write to support@realdialer.com, or open Support from inside RealDialer.