Searching CapsuleCRM records

(Andy Wolsiffer) #1

I have a workflow that pulls in opportunity data from Capsule, the opportunity is attached to an Organisation, but I’m really after the person data. I gather the Opportunity ID and find the Organisation name just fine and then try to run a search for a person and use the Organisation name as my term, but I’m not getting any output data. Is there something I’m missing as far as the search term is concerned?

Insightly - 'Search a Contact' Limitation
(Steven Booth) #2

Hi, thanks for posting your question.

It sounds as if we should be searching for a Persons name rather than an organisations name.

Would you like to share your workflow with us so that I can run it and understand better?

(If you’d prefer to share privately, please send the link to support@flowxo.com)

Thanks,

Steven

(Andy Wolsiffer) #3

I will copy support@ on the workflow later today, but a more general question. When using the search feature, it just asks for a term. Can this be any term included for the party, i.e. name, email address, phone number, etc.? If so, do I have to specify what field I’m looking form, i.e. name={search_term}?

#4

I’ve only been able to get it to work with email

(Steven Booth) #5

Hello Jon

You don’t have to specify which field you’re searching in - just a general term which will search any of the name, telephone or email fields.

I just ran a few tests in my account with a name, phone number and email address, and all worked as expected.

Let me take a closer look at your workflow when you send that over, and I’ll see if there’s anything else we need to consider.

Thanks,

Steven

(Andy Wolsiffer) #6

I got the search to work, I was just using incorrectly, as you stated in your original help post. I should have been searching for a person and was searching for an organization. Thanks!