The top search bar in the voxCRM system is designed to provide quick and easy access to information about customers, leads, and related data. Below is a guide on how to fully utilize its features:
Starting a search
- To begin a search, enter relevant details such as first name, last name, phone number, or email address.
- Click the magnifying glass icon or press Enter to initiate the search.
Search scope
- The search bar scans the customer and lead database, along with related data such as emails, transactions, and other details.
Using advanced search
- For more detailed search options, you can navigate to the dedicated advanced filters tab.
- Filters allow precise searches based on criteria such as property type, price range, or customer status.
Search bar visibility
- Access to the top search bar depends on your assigned system permissions.
- If the feature is not visible but needed, we recommend submitting a request to: kontakt@voxcommerce.pl.
The top search bar in voxCRM enables fast retrieval of essential information, significantly improving workflow efficiency within the system.