Quick Search

Quick Search

  1. The “Quick Search” bar is located at the top of any screen you are on. The “Quick Search” bar is used to quickly locate records using their name, email address, phone number, or record ID.

  1. For example: We typed in the name Adam into the “Quick Search” bar. All results with the name “Adam” will appear in a drop down bar below the “Quick Search” bar and you can click into which Record type you are looking for. To separate results by Record Type, Click the “Individual Icons” at the top of the menu that dropped down.

If you need further assistance, please watch this video:

 


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