5. Searching
OneNode's Search functionality enables users to quickly find the documents they need by simply typing just three letters in the Search Bar. The search tool automatically displays related results, streamlining the process of locating key documents within your Pipedrive environment.
Key Features of OneNode Search:
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Instant Search Results: Users can enter just a few letters, and the search engine immediately returns related documents.
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Advanced Filtering: The Search feature is equipped with customizable filters, enabling users to narrow down results by specific parameters such as:
- Document type
- Owner
- Associated deals, persons or organizations
- Field types, and more.
OneNode's search is the perfect combination of simplicity and power. Users can find what they need without unnecessary delays, enhancing productivity and providing a more intuitive way to interact with their documents within their Pipedrive environment.
Searching for documents
OneNode's Search tool Searching for documents can be a daunting ta...
Creating Search Filters
Create Search filters in OneNode This guide will show you how to create search filters...
Customizing Columns
Editing the columns in "Recent"and "Search". OneNode lets you customize the column...