Fields You Can Search

The fields available depend on the table you picked. Below is what each table exposes.

Leads

Name (first, last, full), email, phone, status, source name, source type, sales rep (name/email), installer, created/updated dates.

Sales

Job number, system size (kW), sale amount, mount type, status and sub-status, contract date, hold/commercial/MPU/GMA/Prime Power Box flags, the linked lead's name and email, address (street, city, state, zip), sales rep, installer, sub-installer, battery (manufacturer/model), module (manufacturer/model), finance options.

Service Jobs

Type, status, sub-status, technician, earliest service date, completion date, service notes, the linked lead's info, address, related sale's job number, created/updated dates.

Appointments

Date/time, type, result, confirmation status, the linked lead's info, sales rep, address, created-by user, notes, created date.