📝 CRM Selection Searches For A Specific Divisions, Branches Or Departments

Jake
Jake
  • Updated

Question

How to do a CRM selection search for a specific division, branch or department?

Answer

If you want to do a selection but only on a certain level of data you can do this. If you go into CRM - Selections - Search. Click into the Choose fields to search box. You will then be presented with the below screen. 

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There is no selection field specifically for this but if you click into the company structure box in the bottom middle of the pop up box you will be presented with this pop up.

mceclip2.png

If you single click on any level it will keep going down to the following level. You can double click on any level which will limit the search to anything on or below that level.