Searching in Mythradon¶
Probably, everyone has found them self in a situation, when you need to find a specific piece of information (e.g. a person’s address or company’s contacts), but due to bad luck, immense database and some other obstructions, you can’t succeed in doing it. There are two types of search in Mythradon that can make your search faster and more efficient. So, let’s figure out how to make the most of them!
These search options are:
Global Search¶
Global Search is the quickest search type. It carries out a search across multiple entity types at the same time. All you have to do is to type the text you want to find, press search button and wait for the results.
The Global Search feature will list the results along with the Entity type to provide you with context. Simply click on the link to navigate to the selected record.
Record List Filter¶
When you are looking for information about a specific entity type (Account, Contact, Lead etc.), this search type is extremely useful and handy.
Simply navigate to the specific entity that you wish to search. This will display the Home Page for the selected entity. Each entity home page has a record list filter at the top of the page.
Simply type the text you want to find into the filter field and press search. The results will be displayed as a list below the filter field.
Record List Filters have some great functionality that is not available in the Global Search such as creating a filter criteria.
Click the to the right of the Record List Filter field.
From here you can select a field from the current entity. In this example we will select the Type field.
Note: The filter criteria can be constructed using multiple fields as per the following example:
- There is a logical AND performed against all the individual filter fields
- There is a logical OR performed against all the individual values selected for a single field.
The example above would equate to:
TYPE = 'Reseller' AND (Industry = 'Bicycle Manufacturing' OR 'Advertising')
Applying the Filter¶
To execute or apply the filter simply press the search button
Cancel the Filter¶
To cancel or clear the filter simply press the
Note: Your filter is maintained when you navigate away from the entity or drill into a record. So the next time you return to the Entity Home Page your filter criteria will still be active.
Save the Filter¶
One very useful feature in Mythradon is the ability to save a filter so you can quickly use it again in the future. Firstly create your filter criteria. Click the button to the left of the Filter Search Field and select Save Filter as shown below:
You will then be prompted to provide a name for your filter criteria. Provide a meaningful name and press Save.
You can now select the filter from the list of saved filters as shown. This will apply/execute as soon as you select it from the list.
Remove the Filter¶
To remove the filter.
- First execute the Filter
- From the saved filter button, select Remove Filter as shown below:
See also¶
- Mythradon Basics
- Mythradon Marketing
- Mythradon Sales
- Mythradon Service
- Mythradon System Administration
- Mythradon Tools