Easily Search Financial and CRM Data
Gravity Software's™ (Gravity's) Advanced Find Query gives you the ability to slice and dice your data with an easy, yet powerful search tool. Gravity makes it easy to see your information with its query and filter capabilities. A basic search can be done with Global Search and more advanced searching and filtering is done with the Advanced Find feature. Advanced Find allows you the ability to create a more refined or complex search that you can save, export or share with others in your company.
So this is how it works: if you need to find information regarding a customer, an invoice, a payment, etc. you can type a keyword on the top search box and let Global Search compile the results for you. The Global Search allows the user to use an asterisk (*) as a wildcard character to search for partial text. Global Search can be configured to search across up to 10 different types of information at once. The order in which the search is performed across those 10 types of information can also be specified. Using the Advanced Find feature you can search and filter across all types of information in your system with nearly no limitations.
Imagine how convenient it is if someone calls your business and you search for their company name using Global Search or Advanced Find. You can instantly see details about their business, their co-workers, open invoices, payments, upcoming appointments and/or phone calls, just to name a few. This is what a Customer Relationship Management system is all about, having a complete and clear view of your business.
By utilizing the Microsoft Dynamics 365 (aka Microsoft Dynamics CRM) platform, Gravity makes it simple for businesses to operate from anywhere, at any time without all the startup costs associated with other accounting applications.
Gravity's guiding principle is to simplify the lives of our users while providing SMBs the platform they need to grow.
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