Search

The data you access on your device is generally restricted to only the data you require for your daily work.

If you require data that is not included in your local dataset, you can search for it online in the main CRM database. Records only available in the main database are marked with a cloud symbol in the result list.

Note: Only local data is available without a network connection.

Global Search

To search for data globally:

  1. Tap on .

    The (global) Search field is displayed on top of the available menu items.

  2. Enter your search criteria.

    Data is searched for as you type. The hits are displayed below the Search field and are sorted by info area:



    The info area that are searched are also indicated.

  3. Tap on an entry in the results list to switch to the record's details.

Search Info Area Only

You can restrict a search to data in a specific info area. Searching in the entire database may take a long time when dealing with large volumes of data.

To search for data in a specific info area:

  1. Tap on and select the desired info area, e. g. Companies.

    All records are listed.

  2. Enter your search criteria in the Search field.

    Only the fields listed as ghost text in the Search field are included in the search. For example, in the standard version of CRM.pad, the following fields are searched in the Company info area:



    Note: Your administrator determines which fields are included in the search.

    Data is searched for as you type. Hits are listed below the Search field.

  3. Tap on an item in the results list to open the record's details.

Online Search

You can also search for data online in the CRM database.

Note: Your administrator can define that the online search is started automatically if no matching data is found on your device.
  1. Enter your search criteria.
  2. If the desired record is not found on your device, tap on to search in the online CRM database. The search button changes to .

    The search results available online are indicated by a cloud symbol in the results list:



    If you lose your network connection after searching online, the search result still lists the records that are available online. However, if you try to open an online record, an error message is displayed.

  3. Tap on an entry in the results list to switch to the record's details.
Note: Catalog values cannot be found when you search online in the main CRM database. The search can only find catalog values stored on your device.

Near Me (Vicinity Search)

Your administrator can determine that you can access the vicinity search. The vicinity search displays the addresses of nearby customers you are assigned to on a map based on your current position.

To display the vicinity search:

  1. On the start page, tap on Near me (ISI) / Where am I (LSI).

    The vicinity search is displayed.



  2. By default, your current position is used as the starting position. Tap on to choose a different starting position.

    This position is marked in the map with a gray dot (). A location marker is displayed for each hit, with the color indicating the record type.

  3. By default, two record types are displayed. Tap on to remove an option. Tap on the empty space to enable the option again.
  4. You can define the radius in which addresses are displayed on the map. Slide the white circle to the left or right to reduce or enlarge the radius.
  5. The hits are listed below the map. Tap on an entry to switch to the details view of the record.