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Avoid the hassle of manual typed searching at every turn through …

Reminders & Notifications

Links directly to the source record

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Home

Highlights recently worked with

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List

Access pre-saved record sets

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When you do need to search, just type a few characters in Home to quickly pinpoint any record or add filters in Lists to find a particular set.

Setting up list filters

Choose contacts, companies or another record type from the top-left menu. Tap FILTER to start adding additional criteria like category tags, assigned to, field values, recently updated, near current location …

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Save important lists for quick access, and share universal lists with the team.

Save search

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Tap to pull up

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Working with lists

Search within list results

Narrow down results by searching for any criteria on the fly (e.g. email domain, ID, status).

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Take action on a set of records

Tap the record avatars to select (or select all) > choose action

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Plot results on a map and optimize your route

Tap MAP to switch the results from a list to a map view.

Plotting results on a map reveals a different context of your records. It also offers unique features, like Routing.

Optimize route

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Tap to get directions

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Reports

Turn lists results into flexible reports or get insight on specific staff and business processes using Solve’s free Report Builder in Google Sheets.

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