# How To Use The Universal Search Feature

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within *our software*. You can easily click into any found entry, or create a new entry if the query yields no results. Check out these simple steps for how to use the Universal Search:

**Step 1: Navigate to the dashboard menu.**

* On the top left of your screen, you’ll see a search bar.
* Click on it and a popup will appear.
* In the popup window, you can type the query you wish to search for.

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* In this example, we’ll search for “test”.
* On the left, you can sort the search by All Categories, Contacts, Opportunities, or Payments.

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* Click on any found Contacts, Opportunities, or Payments to quickly navigate to the page with the appropriate information.
* Return to the search bar and repeat this as many times as you need to.

**Step 2: Add a Contact or Opportunity from the Search tab**

* In both the Contacts and Opportunities tabs, if your search doesn’t yield a result, you can create a new contact or opportunity right from here.
* Click the “add” hyperlink that appears within the tab, and fill out the appropriate information for the contact or opportunity you wish to create.

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