New Feature: Global Search Functionality

Written ByTIEIT Customer Success Team

TIEIT now offers our users a quicker way to search for data from anywhere within the application!

Users can now quickly search for Contacts, Companies, Deals, and Invoices from anywhere within the application. Search by name, email address, phone number, and even text-based custom field data.

The Global Search functionality was added to TIEIT to help our users be more efficient and to give them access to their data quickly.

The Global Search functionality is now accessible from the magnifying glass in the top menu bar. Or, use the keyboard shortcuts by clicking on the / key. For browsers that default to French, the shortcut is CTRL + Spacebar. Enabling and utilizing keyboard shortcuts makes functionality more efficient.

 

Similar Posts

5 Ways TIEIT Helps Your Business Use Email Marketing More Efficiently

5 Ways TIEIT Helps Your Business Use Email Marketing More Efficiently

TIEIT Customer Success Team

It is an undeniable fact that email marketing is a great marketing strategy for any business, in any industry. Email marketing has a fantastic ROI and is a great way to re-engage and build a relationship with contacts and leads. There are a lot of CRMs that claim they have an integrated email marketing module…

New Feature: Followers

New Feature: Followers

TIEIT Customer Success Team

Improve team collaboration with TIEIT’s Followers feature. As a team, we know first-hand the importance of collaboration. Collaboration builds leaders and ensures accountability between team members for their independent tasks. Welcome TIEIT Followers! A new way of assigning, organizing, and managing team members and activities. With TIEIT Followers, our users are able to assign tasks…

Reporting dashboards are here!

Reporting dashboards are here!

Mabelle Valentini

We’re excited to announce that our Reporting Dashboard tool has officially launched! The new Reporting Dashboard can help you and your team visually track, display, and customize dashboards to include metrics and data that are important for monitoring the growth and success of your business. Here are some of the features that are available on…

New Feature: Source Triggered Automations and Advanced Merge Tags

New Feature: Source Triggered Automations and Advanced Merge Tags

TIEIT Customer Success Team

One of the best things about being a TieiT user is that you are listened to. TieiT was built off of client feedback and so we are continually rolling out new features based on user input. Our TieiT users are an important part of our development process. So, when we heard that our clients wanted…