Since the InsideView "mashup" frame appears inline in the CRM record when you're looking at an Account, Opportunity, Contact or Lead, you can use the search function in your CRM to see rich, up-to-the-minute information on companies and people already in your CRM.
To search for companies and people who are not yet in your CRM, go to the InsideView standalone Home screen. You can get to this screen by going to https://my.insideview.com in your browser or by clicking on any company or person link in the InsideView frame in your CRM.
When you begin typing in the Search box, InsideView presents a list of matching companies and people. As soon as you see what you're looking for, you can select it from the drop down list.
InsideView searches the following fields:
|Company||Company Name, DBA name, Aliases, City, State, Country, Region, Ticker, Company Description|
|People||First Name, Last Name, Employers|
- If there are multiple keywords in the search string, all the words in the string need to be present in the news article for it to be qualified as a search result.
- Only news items from the last 30 days are displayed in the search results.
- InsideView Search does not use wildcards. Instead, it uses a "fuzzy search" algorithm that automatically finds items similar to your search term.