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Finding what you need

The search bar in Fintesk allows you to quickly find and access any deals, contacts, activities and products in your Fintesk account.

Searching directly by item​

Type an entry into the search bar to see a dropdown of all items relevant to your search entry. You can filter by item type to narrow your search results.

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You can search for your Fintesk data by the following data fields:

  • Deals
    Names, notes, custom fields
  • Persons
    Name, phone number, email address, notes and custom fields
  • Organizations
    Name, address, notes and custom fields
  • Activities
    Name, notes, description
  • Products
    Name, code and custom fields
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[Note:] Regular users can only search for their own activities, while admin users can search for all user´s activities.

Searching by linked items​

The search will also bring up any items linked to what you searched for.

For example, if your search matches a deal, you'll also see any persons and organizations linked to it.

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If your search matches a person, you’ll see any deals linked to that item.

Searching by custom fields​

You can search by values under text, large text, numerical, monetary, autocomplete, phone and address type custom fields.

When searching for the custom field value, the relevant item will appear in the search results.

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Finding more information​

Most search results have secondary links under them.

Hovering your mouse over a result shows another window with more information. Clicking an item (deal, person, or organization) takes you to the detail view of that specific item.

For example: If there is a deal that is connected to a person and organization, you can see more information about the linked contacts by hovering your mouse over them.

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