Enhancing Search Capabilities in Bosseo CRM
We are excited to introduce a powerful new feature in Bosseo CRM that revolutionizes how administrators manage searchable fields across the platform. This new feature allows you to customize which fields are searchable for Contacts, Opportunities, and Custom Objects, creating an optimized and customized search experience that caters to your specific needs. The capability to harness regex search further enhances this update, offering advanced filtering options for precise searches.
Why this Feature is Game-Changing
The Configurable Searchable Fields feature provides several compelling advantages:
Configurable Searchable Fields
Up to 6 searchable fields for generic objects like Contacts and Opportunities and up to 3 for Custom Objects
Global Application
Regex Support
Inclusion of Additional Email and Phone Fields
Admins can decide which fields should be included in search queries, providing a tailored user experience. This feature significantly enhances search efficiency, especially when dealing with large databases. By limiting searches to the most relevant fields, responses are faster and more accurate, saving time and boosting productivity.
How to Set Up Configurable Searchable Fields
Setting up these searchable fields is easy and straightforward:
1. Navigate to **Subaccount > Settings > Custom Fields**.
2. Click the **kebab menu** (three dots) on the top right and select **Edit Searchable Fields**.
3. Choose the object type (e.g., Contacts, Opportunities, or Custom Objects) you want to configure.
4. Select up to the allowed number of fields to mark as searchable.
5. Click **Save** and confirm the changes. These updates will be reflected globally across all user environments.
This feature empowers businesses to zero in on specific data points that are crucial to their operations. Whether managing customer contacts, sales opportunities, or other custom data structures, having the ability to customize searchable fields elevates operational efficiency and precision.
Use Cases Across Industries
Let’s explore how this feature can benefit different industries with practical applications:
Home Improvement
In the home improvement sector, keeping track of clients, ongoing projects, materials, and vendor contacts can be overwhelming. By configuring searchable fields in Bosseo CRM, businesses can streamline their processes:
– Contractors and project managers can quickly locate project details or client contact information amidst voluminous data.
– Sales teams can efficiently find opportunities related to specific products or services.
Law Firms
Law practices deal with vast amounts of sensitive and diverse data. Effective searchability can streamline case management and client interactions:
– Attorneys can quickly access case filings, client info, or correspondence history by configuring client name, case type, and status as searchable fields.
– Legal assistants can efficiently search and manage documentation and archival data crucial for case preparation.
Medical Practices
In medical practices, data accuracy and accessibility are of utmost importance:
– Receptionists and administrative staff can rapidly process patient information or find past appointment records, helping in better patient service.
– Doctors and healthcare providers can easily retrieve medical history, treatment plans, or other critical data.
Conclusion
The ability to configure searchable fields in Bosseo CRM is a cutting-edge feature that equips businesses with the flexibility and control necessary to enhance their search functionalities. By allowing admins to determine which fields are most valuable for searchability, this feature ensures that users can retrieve the exact information they need quickly and efficiently, ultimately fostering accuracy and reducing the effort required to sift through large volumes of data. Whether in home improvement, legal fields, or medical practices, this enhancement aligns Bosseo CRM users with their strategic objectives, enabling more focused and effective workflow processes.
