Standard SpeedSearch Indexes

SpeedSearch includes the following standard indexes:

  • Account: Accounts can be related to one or many contacts and are owned by an individual user, a team of users, or everyone. This includes customer company records.
  • Activity: Activity includes records for activities and events such as phone calls, meetings, and to-dos.
  • Attachment: Attachments includes the files attached to accounts, contacts, opportunities, tickets, and defects.
  • Bill To: Includes bill to records if your implementation includes a Back Office Extension.
  • Contact: Contacts are key people associated with an account. This includes customer records.
  • Contract: Contracts are agreements which detail specific support after the sale of a product. A Warranty, for example, can become a contract to support a specific asset after the sale. This includes customer service contract records.
  • Defect: Includes records of problems with products or processes. Although similar to tickets, defects are usually resolved by people involved in the design of the product or process. If a company uses Web Customer Portal, the customers can access the information stored in this index. For this reason, all text that appears on the Comments tab of defects is not included in this index.
  • Defect Internal: Includes the same records as the Defect index but does include the information that appears on the Comments tab of defects. If a company uses Web Customer Portal, the customers cannot access the information stored in this index.
  • Document: Includes files existing outside the Infor CRM SLX database in a shared location on the computer where the SpeedSearch service is installed (typically \\Program Files\Saleslogix{color}MyVariables.ProgramFilesFolderName)\SpeedSearch\TextFile). To include files in this index, put them in the \TextFile folder or in subfolders.
  • History: Includes records for all interactions such as meetings, phone calls, to-dos, mail merge items, and e-mail messages that have been logged to history.
  • Invoice: Includes ERP related invoice records if your implementation includes a Back Office Extension.
  • Lead: Includes records of potential customers. Leads are similar to contacts, but the information has not yet been qualified enough to be considered a contact.
  • Library: Consists of the files in the Infor CRM SLX Library, such as presentations and other sales materials.
  • Opportunity: Includes records of potential sales for contacts and accounts. Opportunity records include the potential sale amount, probability of closing a sale, and estimated close dates.
  • Pay From: Includes pay from records if the implementation includes a Back Office Extension.
  • Product: Includes product records.
  • Quote: Includes records to track the products purchased by your accounts. Quotes include information such as, the date the sales order was made, the date the sales order was promised to the customer and its status.
  • Receivable: Includes receivable records if your implementation includes a Back Office Extension.
  • RMA: Includes records detailing product return agreements with customers. Return records include the product being returned, the reason the product is being returned, and customer purchase order.
  • Sales Order: Includes records to track the products purchased by your accounts. Sales orders include information such as, the sales order data, the sales order date promised to the customer and its status.
  • Ship To: Includes ship to records if your implementation includes a Back Office Extension.
  • Shipment: If your implementation includes a Back Office Extension.
  • Standard Problem: Includes common questions and answers entered as standard problems/resolutions.
  • Ticket: Includes tickets with Public Access = Customer. If a company uses Web Customer Portal, the customers can access the information stored in this index. For this reason, all text that appears on the Comments tab of tickets is not included in this index.
  • Ticket Internal: Includes records the same records as the Ticket index, plus any tickets where Public Access = Internals and includes the information that appears on the Comments tab of tickets. If a company uses Web Customer Portal, the customers cannot access the information stored in this index.
  • Warehouse: Includes warehouse records if the implementation includes a Back Office Extension.