In Prosperworks, it bears to mention the differences between basic search functionality and filtering. A common misconception is that the Search function operates the same as filters, where you can search by any parameter in the top right portion of your screen in the same way you can create custom filters-- in this article, I’ll strive to explain the difference between two.
One of the coolest and most useful features in the Prosperworks lexicon is Custom Filtering. On any entity, whether it be Leads, Opportunities, People, Companies, or Project, you can create custom, multi-faceted filters that let you create a specific list for exporting that you can save and come back to any time. This option is your most vital tool when it comes to restructuring lists for reports, or creating useful panes of view within your dashboard for going back to at any time. This includes custom fields (excluding text fields and URL), which means you can sort a list by nearly any value you can think up.
Internal Directory/Search Functionality:
The search functionality within Prosperworks can be thought of as more of a directory around the internal functions of Prosperworks. The three parameters you can search by in the internal search bar are: Name, Phone Number, and Email. This information, if populated across all entities, will make Opportunities, People, and Companies searchable within the system.
In the future, we'll be expanding the functionality of both of these, so be on the lookout for updates here.