Advanced Search

Easily locate tickets with Advanced Search in the tickets section of LimeChat CRM. This two-step search process allows users to refine searches by selecting categories.

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Introduction:

The advanced search bar in the tickets section supports searching by contact names, phone numbers, usernames, email addresses.

A two-step search process is implemented to simplify ticket searches. The first step allows you to select the type of search you want to perform: messages, contact numbers, or people (contact name, email, Instagram ID). This selection helps narrow down the search scope and refine the results.

Once you have selected the search filter, you can enter the specific query in the second step. The interface will display the chosen filter, ensuring you are aware of the selected search category while entering your search query.

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How to use the enhanced search functionality

1

Click on the search bar in the tickets section to initiate a search

2

Select the desired search category: messages, people, e-mail or contacts

The default searching is done within messages, if the user doesn’t select any filter then search is performed in messages first.

3

Enter your search query, and the system will display results based on your search category

You can also save your search results by clicking on the Save button

Apply additional filters, such as date and inbox type (only applicable for search in messages), to refine your search results if needed.

4

Once you save the search results, they will be visible in the left panel. Once you are done using them you can remove the search filter by clicking on the cross button

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FAQ'S

What search categories are available in the advanced search bar?

You can search by messages, contact numbers, people (contact name, email, Instagram ID), or emails to refine your search results.

Can I search within a specific date range?

Yes, you can apply date filters to narrow down search results, but this is only available when searching within messages.

Can I use multiple filters at the same time?

Yes, you can refine search results using additional filters like date and inbox type, but these apply only when searching within messages.

Is the search case-sensitive?

No, searches are not case-sensitive, meaning "John Doe" and "john doe" will return the same results.

Can I search for messages from a specific inbox?

Yes, when searching within messages, you can filter results by inbox type to find messages from specific sources.