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Search¶

Search functionality¶

searchTab

Search function in Sweet One has a sophisticated and smart multiple search functionality.

The search function is placed in the upper left-hand corner in Sweet One.

*On mobile phone there is an additional search function placed inside the menu, just above the start icon.

It is possible to filter your search by ‘begins with’ or ‘contains’.

Search result is shown by object in 8 different tabs: companies, contacts, private persons, cases, projects, deals, company groups and user. Depending on the object type you can search by different criteria.

search

Company search

Search criteria:

Search for a company can be done by: company’s name; primary phone number; e-mail; organization number and customer number.

Result:

The search result is presented in a list sorted by the alphabetic order. The list presents: company’s name, customer no, city and type.

The list contains the following functionality:

Map symbol - opens google maps for company address

Phone symbol - works for mobile phones, on computer skype can be opened

Web symbol - opens company website

Allabolag symbol - opens company in allabolag.se

Sea1

Company group search

Search criteria:

Search for a company group can be done by: the name of the company group; primary phone number; primary e-mail address and the organization number of the company group

Result:

The search result is presented in a list sorted by the alphabetic order. The list presents: name of the company group, the city and the type.

The list contains the following functionality:

Call symbol - works for mobile phones, on computer skype can be opened

Mail symbol - opens email with the company group email address set as recipient

Web symbol - opens the company group web page

contact

Contact search

Search criteria:

Search for a contact person can be done by: first name; last name; primary phone number; e-mail; org no and customer number of the company’s contact person

Result:

The search result is presented in a list sorted by the alphabetic order. The list presents contact’s name, job title, position and all the related companies.

The list contains the following functionality:

Call symbol - works for mobile phones, on computer skype can be opened

Mail symbol - opens email with the contact’s email address set as recipient

privatePerson

Private person search

Search criteria:

Search for a private person can be done by: first name; last name; e-mail; primary phone number and social security number.

Result:

The search result is presented in a list sorted by the alphabetic order by the first name. The list presents private person’s name and address.

The list contains the following functionality:

Call symbol - works for mobile phones, on computer skype can be opened

Mail symbol - opens email with the private person’s email address set as recipient

Sea2

Deal search

Search criteria:

Search for a deal can be done by: deal’s name; related company name; first and last name of the related private person.

Result:

The search result is presented in a list sorted by the alphabetic order by deal’s name. The list presents the deal’s name, currency, value, all relations, decided status and the estimated closing date.

project

Project search

Search criteria:

Search for a project can be done by: name; project’s number; project’s address (street and city); related company name and related private person (first and last name).

Result:

The search result is presented in a list sorted by the alphabetic order by project’s name. The list presents the project’s name, project’s number, related company, related private person, planned start date and project’s address.

Sea3

Case search

Search criteria:

Search for a case can be done by: case’s subject; number; related company name; related company organization number; related company customer number; first and last name of the related contact; related contact’s e-mail address and related contact’s phone number.

Result:

The search result is presented in a list sorted by the alphabetic order by the case subject. The list presents case’s: name, number, registration date, status and all the relations.

Sea4

User search

Search criteria:

Search for a users can be done by: first name; last name; primary phone number and e-mail.

Result:

The search result is presented in a list sorted by the alphabetic order by the first name. The list presents user’s name, phone number and the e-mail address.

The list contains the following functionality:

Call symbol - works for mobile phones, on computer skype can be opened

Mail symbol - opens email with the private person’s email address set as recipient

search1

Work order search

Search criteria:

Search for a work order can be done by: name and number

Result:

The search result is presented in a list sorted by the alphabetic order. The list presents work order’s name, responsible user, start date and hour.

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