The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within your system. 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 into 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 into 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.