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What we've been working on... RealtimeCRM Mar 2021 Update

realtimecrm news

search in realtimecrm

We’re always looking for ways to make RealtimeCRM work better for you. One thing we’ve heard time and time again from our users is wanting to quickly and easily find what they’re looking for, not being able to is really frustrating.

We listened, and we’ve been busy overhauling search inside RealtimeCRM.

Why our new search is awesome!

Our new search is more powerful and more useful, search queries that were previously not possible can now be done. We’ve added the ability to search for partial words and to sort by relevancy, this makes search feel faster but also allows greater flexibility.

Let’s run through an example, we’ve got a contact named Francis Bacon but we can’t remember their name, let’s make it a little harder for our search by making some errors in the search query and use francos b acon. Here’s how our old search worked:

old search in realtimecrm

Not so great, so now we’re going to compare it with our new and improved search but we’re going to handicap our new search even further, this time our search query will have an accidental number in it. We’re looking for the contact Jeff Bezos but our search query is going to be even worse, we’re going to use the query je be2m os. Here’s how our new search handles it:

new search in realtimecrm

By searching using relevance we’ve made RealtimeCRM much more powerful and much more useful for you. We hope this new and improved search makes life easier for you, and if there are other improvements you’d like to see in RealtimeCRM just leave us feedback, it’s really easy to do, just click your username and in the drop down menu click the “Give Feedback” link.

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