How To Use The Universal Search Feature

Modified on Tue, 06 Dec 2022 at 11:23 AM

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within your system. You can easily click on 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.

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