Filtering Vs. Search in Prosperworks

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.

 

Custom Filtering:

 

 

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.

 

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Comments

  • Avatar
    Luke Korkowski

    Why are there only 3 parameters by which one can search? From a user perspective it makes no sense, especially for a product allying itself so closely with Google. I can't search notes or descriptions, so if I want to find every mention of, say, "Oahu," I can't. Please create a more useful and global search function.

  • Avatar
    Matthew Hetrick

    Agreed with the comment above. If I am running a lead campaign based on addresses I have no way of searching the address directly only the 3 parameters that you have provided?! If you are piggybacking on Google the search functionality should mirror the partners' that you have aligned with. Filtering can be a useful tool only if you are looking for groups, not specific lead details. Please fix this function or your lead tool is useless to our organization.

  • Avatar
    Hugo Bisanti

    I also agree with Luke's comment. It is a very important feature to be able to search a specific word on all the fields of the CRM database. Any idea when can we expect a more adequate search function?

  • Avatar
    Bob Simmons

    I have a custom field called, "Region" so I can (thought I could anyway) sort by say, "Northeast". When I'm within people view I assumed that when I sorted by Region it would be it in alphabetical order. Needless to say, it doesn't. Am I missing something here? 
     

    Edited by Bob Simmons
  • Avatar
    Keith Westman

    Agree. Wish we could filter on Title, too.

  • Avatar
    Ron McCord

    Searching by notes is critical, critical, critical!!!!!!! I am deciding between using Prosper Works, Nible and Insightly to name a few. Only thing that has me considering Prosper Works is the email and Calendar integration. What is keeping me from moving forward is Search Function primarily and then the Contact management is the weakest of the others, compared to Insightly for example love how you enter notes, can be with a title and you can name the photo you attach to a note!

  • Avatar
    Ron McCord

    Wanted to add if you feel that you need to search a contact it appears you can by note in description section

  • Avatar
    Luke Korkowski

    Ron, I have to recommend that you go elsewhere. I've been asking for this search function for too long. I was an early adopter of PW that even gave an endorsement on one of their pages, but they've totally let me down. I'm trying to switch to Insightly, but getting the bulk of my data (especially the notes) out of PW is difficult. PW started as cool company with an interest in customer service. They've very quickly evolved into one that's the same as any other big corporation that *says* they care what you think but clearly don't.

  • Avatar
    Ron McCord

    heh Luke, yes I talked to them last year about the note searching as well and nothing. However if you put a note in description it will show up in a search!! Not ideal but key things about the client can bring it up. Been playing with Insightly and much better search and note taking and more features but is lacking in the email and calendar as they have to sync so when you write and email from insightly not many features, so you would have to go back and forth between the two, so Prosper has it beat in email... I may give Prosper a try, notice that my contacts in prosper done show in folder in gmail, maybe because free trial? going to see how tech support works monday if they take calls or not

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