Search in NetHunt CRM

Search through your Records by using the Gmail Search bar and the advanced search features of NetHunt CRM

When you're inside a Folder (Dashboard, View or any Record), two new icons will appear in the Search bar indicating that you'll be searching through both, Gmail emails and NetHunt CRM Records.

The right icon is the Folder name and it narrows down the search only to the current Folder. Delete it to search through all NetHunt CRM Folders.

The blue NetHunt CRM icon lets you search through all NetHunt CRM entries. Delete it to disable the search through Records.

You can create search filters in NetHunt CRM right from the Search bar. This narrows down the search queries and the results can be sorted, grouped and saved as views.

Some of the most useful operators are listed below. The operators can be combined to create complex search queries. All of them are applicable to the Gmail Search bar and to the record creation menu in the inbox.

Operator Definition Examples
folder: Used to specify a Folder

* Folder is not necessary to specify if you're inside that Folder and it’s the only Folder in the search query.
Example: folder:sales
Meaning: Search only in the Sales Folder
[Field name]:[Field value] Used to specify a Field value Example: stage:lead
Meaning: Search only for Records that are currently in the Lead stage.
created: Used to specify the date of a Folder creation

*You can enter the exact date, a time frame or terms like yesterday, last year, two months ago, etc.
Example: created:today
Meaning: Only display Records that were created today
""
(quotes)
Used for search queries that consist of multiple words Example: created:"1 may 2016"
Meaning: Only display Records that were created on 1 May 2016

Example: created:"from 1 may 2016 to 10 may 2016"
Meaning: Only display Records that were created in the period from 1 May 2016 to 10 May 2016
updated: Used to specify the date of the last update Example: updated:"may 10 2016"
Meaning: Only display Records that were updated on 10 May

Example: updated:"from 10:00 - 17:00 on May 5 2016"
Meaning: Only display Records that were updated in the period from 10AM to 5PM on 10 May this year
participants: Search for Records with a matching Participant. You can either type a user name or an email address. Example: participants:nick@gmail
Meaning: Search for Records with a participant with an email address nick@gmail.com
OR Search for Records matching term A or term B*

*OR must be in all caps
Example: stage:lead OR prospect
Meaning: Only display Records that are in the Lead or Prospect stage

Example: updated:("5 May 2016" OR "28 April 2016")
Meaning: Only display Records that were updated on 5 May or 28 April
ME Used to specify the current user. When shared as a part of a View, ME will mean the user that opens the View*

*ME must be in all caps
Example: assignee:ME
Meaning: Only display Records that are assigned to the current user

(hyphen)
Used to exclude entries from the search query Example: -created:"5 may 2016"
Meaning: Exclude Records that were created on May 5
() Used to group words (works as “AND”) Example: updated:yesterday (stage:lead OR participants:nick@gmail.com)
Meaning: Only display Records that were updated yesterday in the Lead stage or that have a participant with an email address nick@gmail

Example: -(updated:yesterday (stage:lead OR participants:nick@gmail.com))
Meaning: Display all Records except for the ones that were updated yesterday in the Lead stage or that have a participant with an email address nick@gmail.com
[Field name]: Used to specify if a field is set Example: assignee:
Meaning: only display Records that are assigned to somebody

Example: -assignee:
Meaning: only display unassigned Records
starred: Used to specify if a Record is starred Example: folder:clients starred:
Meaning: only display starred Records from the “Clients” Folder

Example: folder:clients -starred:
Meaning: only display not starred Records from the “Clients” Folder

NetHunt CRM for Gmail

Your smart Inbox