SpeedSearch Wildcard Searches in Infor CRM (formerly Saleslogix)

One of my favorite tools built into Infor CRM (formerly Saleslogix) is SpeedSearch.  Rather then navigating away from the screen you are on and then doing a lookup to find a record, save yourself some time and clicks by typing part of a word, such as the first few letters of a contact’s name, then an asterisk in the SpeedSearch box.

Here are some special characters that work in the SpeedSearch box:

  • Use a question mark (?) to replace a single unknown character.
  • Use an asterisk (*) to replace an unknown number of characters in a keyword.
  • Use an equal sign (=) to replace a single unknown number.

The SpeedSearch process is quick and the results are ranked according to the number of Hits, just like an Internet search engine.  The results screen has previews and hyperlinks for one-click navigation to the records.

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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