Welcome to #LucidTrac Learn Topic : Global Searching
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Sunday 11 / 20 / 2022 written by Victor Ocasio
LucidTrac's Global Search feature allows you to quickly and easily find the information you need, whether you're looking for a specific location, contact, service ticket, or piece of equipment. Simply type what you're looking for into the search bar and LucidTrac will display all of the relevant results. You can even filter your results by type, so if you know you're looking for a location, you can just select that option from the drop-down menu. LucidTrac's Global Search is the fastest and easiest way to find the information you looking for.
You can access our global search several ways. First via the primary search bar.
By default the search categories will include the modules you have access to.
LucidTrac is a powerful search engine that can help you find the information you need quickly and easily. However, when you are searching for data, it is important to keep in mind that sometimes less is more. For example, if you are trying to find an address or a name, searching for "Sample from Home" may yield too much non-relevant data. Instead, try chaining items together to narrow your search results and find the specific information you are looking for. LucidTrac makes it easy to find the data you need, so you can focus on what's important.
The next place you can run a Global Search is from the main block menu itself.
Say I wanted to run a Global Search for the term "400";
The platform will return your results broken up in to the the following sections if any records are found.
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Accounts
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Accounts Contacts
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Leads
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Leards Contacts
- Service Tickets
- Inventory Assets
Search section is also equipt with search filtering on the returned results allowing you to narrow down the data even more.
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Learn Topics
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Accounts2 Articles
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API Users1 Article
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Assets / Inventory1 Article
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Calendars3 Articles
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Call Backs / Reminders1 Article
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Call Logs1 Article
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Campaigns & MarketingNo Articles
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Campaigns Email ListsNo Articles
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Dashboard1 Article
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Deal PipelinesNo Articles
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DealsNo Articles
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Dependancy Tree1 Article
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Files & UploadedNo Articles
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Global Searching1 Article
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ImportingNo Articles
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Integration ServicesNo Articles
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IP NetworkingNo Articles
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LeadsNo Articles
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Multi-Factor1 Article
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ModulesNo Articles
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My NotesNo Articles
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OrdersNo Articles
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PasswordsNo Articles
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Pokes1 Article
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ReportingNo Articles
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Service Tickets2 Articles
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SMS ServicersNo Articles
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System HostnamesNo Articles
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Sytem ValuesNo Articles
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TimeclockNo Articles
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TraX CollectionsNo Articles
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URL Shrinking2 Articles
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UsersNo Articles
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Voice ServicesNo Articles
Visit our YouTube channel at https://youtube.com for help and videos about the #LucidTrac Platform.
Introducing the #softwareKing Motivational Mobile App Section: Unleash Your Self Motivational Power
At LucidTrac ERP, we are proud to announce the launch of an exciting new section within our Mobile App: #softwareKing. Designed to inspire, empower, and uplift, #softwareKing brings you an exclusive collection of Daily Motivational Videos, curated to fuel your ambition and drive your success.
With the #softwareKing section, we believe that motivation knows no bounds. That's why we have made these inspirational videos accessible to everyone, without the need for an account or any subscription fees. Simply download our app, and immerse yourself in a world of powerful messages and transformative insights.
So, Why Our Platform LucidTrac?
#LucidTrac ERP Software Suite is changing the way businesses handle their customer relationships. This software is cloud-based, providing a comprehensive range of tools for managing all aspects of your business. Whether you need to manage customer information, billing, support requests, or project management, #LucidTrac has you covered.
One of the most notable features of this software is its flexibility. We recognize that every business has unique needs, and our software is designed to adapt to those needs. Whether you're a small business or a large corporation, #LucidTrac can be tailored to fit your requirements. It is customizable and scalable, making it an ideal solution for businesses of all sizes and industries.
Our customer relationship management (CRM) software is second to none. #LucidTrac makes it easy to manage all aspects of your customer relationships, from initial contact to ongoing support. Our software streamlines communication with your customers, allowing you to track interactions and respond promptly to requests. Our support and help desk tools make it easy to manage support requests and resolve issues efficiently.
Billing can be a headache for many businesses, but with #LucidTrac, it doesn't have to be. Our billing tools are designed to simplify invoicing and payment processing. You can automate invoicing, set up recurring billing, and accept payments online. Our software integrates with popular payment processors, giving you the flexibility to choose the best option for your business.
Finally, project management is a vital aspect of any business, and #LucidTrac makes it easy. Our project management tools help you keep track of tasks, deadlines, and team members. You can assign tasks, track progress, and collaborate with your team in real-time. Our software makes it easy to manage even the most complex projects.
At #LucidTrac, we're proud of our software and how it can streamline operations and improve a business's bottom line. We're confident that our software can benefit your business, and we're happy to offer a free demonstration to show you how it works. Contact us today to learn more about #LucidTrac ERP Software Suite and how it can help your business grow and thrive.
Unlimited Organizational Users
#LucidTrac is an all-in-one ERP/SaaS/CRM service that offers powerful features like Click to Call, SMS Support, Service Ticketing, Email Marketing, Inventory & Asset Tracking, Network & IP Host Support, and much more.
Best of all, when you run a #LucidTrac ERP software subscription you get all of these features for your users! That's right, unlimited users for as long as you run a #LucidTrac ERP software subscription. So if you're in need of a powerful and feature-rich ERP/SaaS/CRM service, be sure to check out #LucidTrac. You won't be disappointed!
Reach out to #LucidTrac today to get a demo of our amazing software platform.
It is worth noting that the availability of unlimited user accounts does not necessarily entail unrestricted access to all features of a service. Certain features, such as premium voice, SMS, MMS services, additional DIDs (Direct Inward Dialing), or supplementary storage may require monthly service usage payments. It is crucial to be cognizant of the varying types of fees that may be associated with utilizing a specific service to avoid incurring unexpected expenses. By doing so, individuals can effectively manage their finances and ensure that they are not caught off guard by unforeseen costs.
So, What Can LucidTrac *Replace?
CRMS | SERVICES & TICKETING | PROJECTS & COMPLIANCE |
Salesforce HubSpot SugarCRM Zoho CRM | ZenDesk FreshDesk | Monday FreshWorks LeadPages PipeDrive |
COMMUNICATIONS | INVOICING / ACCOUNTING | ORG MANAGEMENT |
Constant Contact MailChimp Slack Vonage Ring Central Zapier | Rocket Collector Quickbooks Cloud* | DocuSign LeadPages PipeDrive Calendly Fishbowl NetSuite ERP Atera |
Thanks for your consideration reach out to us anytime if you have questions that are still unanswered.
Discover the Future of Software Solutions with LucidTrac!
In today's fast-paced digital world, innovative software solutions are the lifeblood of thriving businesses. That's why at LucidTrac, we specialize in crafting tailor-made software projects that not only enhance efficiency and elevate customer experience but also drive profitability to new heights.
As your trusted software development partner, we are eager to assist you in:
- 🚀 Streamlining existing processes for optimized performance
- 🌐 Embarking on ambitious, large-scale projects to transform your business
- 💡 Addressing your unique pain points and developmental needs with precision
Don't let your business be left behind. Experience the LucidTrac advantage:
- 👩💻 Expert team of passionate software developers
- 🌟 Bespoke, cutting-edge solutions to conquer your challenges
- 🔒 Commitment to quality, security, and long-term support
Ready to unlock your business's true potential? Get in touch with us today:
📧 software-development@lucidtrac.io