Team Search

At this time of year with the holidays looming, financial quarters closing and the weather changing, everyone seems to be rushing around with no time to relax. I get so busy that I often can’t even find my keys, let alone find that specific document that was sent to me in an email months ago.

That was all before Credenza! Now I can always find just what I am looking for using the Team Search feature. This handy tool provides you with the ability to instantly search in full-text across your team database; any item you have associated with your shared files can easily be searched. Whether you’re looking for a specific Outlook appointment, a task, contacts, notes, time entries… you name it, Credenza can help you locate it.

So what do you do if you’re looking for an email attachment but can’t remember the contents of the email to search by? Don’t worry! You can use the Team Search feature to look across the full content of all Web documents for your client files and documents attached to your email messages.

If you’re like me and often want to go a little more in-depth with your searches, there is always the advanced option which allows you to specify even more search criteria. With the advanced search, you can look for precise phrases or even exclude certain words from your search.

With Credenza and the Team Search feature, you never have to worry about losing something in your own email again – giving you more time to look for your missing keys.

As You Like It: Custom Fields

In our previous post, we talked about customizing Credenza during set up. Today, I’m going to show you several ways that you can tailor Credenza as you become more familiar with your software.

If you are anything like me, you are always looking for ways to further improve efficiencies, in this case with Credenza. Just when I thought that I had my Credenza Files set up to catalogue all the information I could dream of, a colleague showed me that there was more I could do. So now, I’m going to take my new knowledge and share it with you so you too can take your productivity to the next level!

Different professions often need to track different types of information. With Credenza, you can create custom fields by file type just by clicking on the ‘Custom’ tab right in the File itself. These custom fields help you store all the extra information you want; this customization gives you a great deal of flexibility when working in Outlook.

Here’s a mini how to for creating custom fields. Simply:

• Open the File you want to add custom fields to.
• Click on the ‘Custom’ tab.
• Click on ‘Edit Custom Fields’. This will launch a new window.
• Once the new window is open, click on the ‘New’ tab to reveal a drop down list.
• Select which type of field you would like (text, memo etc.)
• Name the new field.
• Save and close this window. 
• You will now be able to fill out the information you want to add in the main File view.

And remember, customize doesn’t always mean adding. You can simplify as well as supplement. It’s just as easy to hide columns in index list views to present less information.

If you are looking for more ways to customize your Credenza, I suggest you take a few minutes to check out our video tutorials, specifically "Customizing and Set Up" and "Managing Files": http://credenzasoft.com/tutorial.html.