The global search in ClientSuccess allows you to pull clients and contacts based on a wide range of details. You can search by client or contact and view summary details on cards, inline in the results. Many times, these cards will contain the information you were looking for and save needing to load the entire client record.
For example, if you just want a contact’s phone number, to send an email, confirm a client’s ARR, or see which CSM is assigned, it’s right there.
Searching by Client
- Client name
- Client type
- Assigned CSM
- Sales rep
- Time zone
Searching by Contact
- Email (including a link to compose a new message)
- Office phone
- Mobile phone
- Time zone
In addition to searching by client or contact name, you can also search by street address, email address, and phone number. Double-click a result to load the client record.
We also have a gift to all you power users: The search dialogue can be evoked by typing the forward slash key (“/”) on your keyboard. You can then arrow up/down to load the card and then strike the Return key to load the client record. Strike the Escape key to cancel a search. This allows you to cycle through clients or engage in a data lookup session without ever reaching for the mouse or trackpad.