How To Use The Universal Search Feature
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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.
In this example, we’ll search for “test”.
On the left, you can sort the search by All Categories, Contacts, Opportunities, or Payments.
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.