Zurmo Tip: Power up your searches in Zurmo

March

14

0 comments

This is the first in a series of tips we’ll be blogging for users of our favourite gamified CRM system Zurmo.

Move over Google. With Zurmo‘s handy feature, searching for contacts just got a whole lot easier.

For example, if you wanted to search for a contact, normally you would need to put the whole name in the contact search bar. If you wanted to find me, you would need to search for “Tincknell”. But what if you couldn’t remember the whole of the name? It is an unusual name. Maybe you could only remember that it ended with “nell”. You wouldn’t be able to find me, and who knows what problems that could lead to.

Zurmo

Luckily this can be easily remedied by using this neat Zurmo feature. By simply putting “%” before searching for the part of the name you can remember, it will search all contacts that have the bit you searched for in the name. 

Zurmo

Why not give it a go yourself, it’s surprisingly fun. We’ve used contacts, but it can be used for any type of search! We hope this will make your Zurmo experience even more enjoyable.

About the author, Pete Baikins

Pete Baikins is an international authority on gamification, a lifelong gamer, successful entrepreneur and a lecturer. As CEO of Gamification+ Ltd he mentors and trains companies world-wide on the use of gamification to solve business challenges. Gamification+ won the Board of Trade Award (an export award) from the UK's Department of International Trade in January 2019.

Pete is co-host of the health gamification podcast Health Points and is also Chair of Gamification Europe, the annual conference for Gamification practitioners.

Pete is an Honorary Ambassador for GamFed (International Gamification Confederation), having previously been the Chair from 2014 to February 2019, whose aim is to spread best practices within and support the gamification industry.

After 15 years as a Lecturer on gamification and entrepreneurship at the University of Brighton he now guest lectures on Gamification at King’s College London and at ESCP Europe at post-graduate and under-graduate levels.

Over the past 25 years Pete has built and sold two businesses. One was in security software and one was a telecoms and internet connectivity business.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
>