Filter By Fields

***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software

Filter By Fields

Desktop Sales Manager will filter by searching for a word or phrase located in any of the 20 data fields.

The search is not case sensitive and no wildcards required. Looking for the work "and" would match and, AND, aNd, Portland, panda.

You can choose which fields will be searched for text matches by choosing Filters --> Select and checking the fields that are to be searched. For example, you may only wish to search for the word "and" among all fields except the Address field - so that Portland will not cause a unwanted match.

Selecting Filters --> No Filter clears the text from the search text box and makes all sales opportunities visible.

Software On Sailboats