BigContacts Company & Product News

Web Based CRM Software with full text (keyword) search

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The newest feature in Web Based CRM Software is full text (keyword) search offered through BigContacts . There are two options for the main search box, 'name' and status/history'. If you select 'status/history', all of your history, notes, tasks, opportunities and meetings will be searched, looking for the search word. The contact and the context where the search word was found is returned. Unlike the name search, this only works for complete words. Partial words won't work. For example, if searching for a note you wrote about Verizon, you cannot just type in Veri.

This has been one of the most often requested features for Big Contacts. We listen to our users and add to Big Contacts based on what we hear. So, use the Send Feedback box, and keep those awesome ideas coming!

Tags are easy-to-use with Small Business CRM

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Tags can be used to help you to organize and classify your contacts. With some recent updates to BigContacts, it is now even easier to 'tag' a contact. On the Edit Tags popup and on the Add a New Contact popup, there is a box for typing tags. But, below that is also a tag cloud showing all of your existing tags. Simply click on a tag in the cloud, and it will be added to your tag list for that contact. This is so easy, there is no excuse not to be using tags.

Some fields in BigContacts only allow one select per contact. A contact can only be in one Category, one Group and have one Contact Type. However, there are many examples where a contact might be in more than one classification. Maybe CubScouts and Tennis and KiwanisClub. These are great examples of tags. You can 'tag' a contact with one, two or all three.

It is easy to do a search for contacts with one or more tags. Say you want to send an email to everyone that you have tagged either Retired OR  Student. Go to 'Advanced Search' and in the box next to 'Tags', type in 'Retired,Student'. The comma means search for either tag. Then click 'group email'. Type in your email, or use a template. Then click send. Each contact gets their own email with only them in the TO: box. By the way, if you wanted both Retired AND Student, you would put this in the box next to Tags - 'Retired Student'. Use a 'space' instead of a comma for AND.

After working with Tags for a while, you will wonder how you lived without it. Check out BigContacts - a Small Business CRM,and Contact Management Software.