The search bar at the top of the screen lets you quickly find Contacts, Lists, Objectives, Initiatives, Opportunities, and Activities. You can perform a simple search by selecting a category and entering known details, or use advanced search with multiple criteria to narrow down your results, and even change the results display between grid and list views.
The search bar located at the top of the screen is useful for finding Contacts, Lists, Objectives, Initiatives, Opportunities, and Activities.
You can also use an advanced search to make the most use of the information available. For example, suppose you need to reach a contact, but have incomplete contact information. Suppose you know that the client's firm's name begins with "Crawford" and that the client's last name is "Smith". You can enter "Smith" and "Crawford" in the advanced search fields.
Complete a Simple Search
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From the main search bar, select Contacts, Lists, Objectives, Initiatives, Opportunities, and Activities from the list.
- Enter the known search criteria. For example, to search for Contact information, enter a known company name, Contact last name or first name.
- Click the icon on the search bar. Results will be returned as a list below the search form.
Complete an Advanced Search
From the main search bar, select Contacts, Lists, Objectives, Initiatives, Opportunities, or Activities.
Open the advanced search form from the far-right side of the search bar.
Enter search criteria in one or more fields, then run the search. The results are displayed below the search form.
Change the Search Result Display
To display search results in List view, change the display setting from Grid to List. By default, results are shown in Grid view.