Using the Search Tool in CRM

1. There are 2 places to access the search tool.

2. From the My Day screen and clicking into the "Search All Records" field. This option is only available when in the My Day screen.

Type your search into the box and click here.

3. or click the magnifying glass icon "Search". This option is always available to you when in CRM.
Click the "Type your search and press enter..." field.

Tip: Tip! The search terms are a minimum of 3 characters, however, they can be anything e.g. Phone Number (or part of), postcode (or part of), street name etc.

4. The icons at the top of the screen will filter the records to only show what is detailed on the icon e.g. Applicants. The number relates to the amount of records e.g. 11

5. Multiples of these icons can be selected to filter the view to only show what you require. e.g Contacts and Contractors

6. Click here to show all the Archived content

7. Archived content will show with "Archived" in the top right corner.

8. To view a specific record, click the 'View...' button e.g. Click "View Vendor"

Tip: Tip! If you press and hold the ctrl key on (bottom left or bottom) of your keyboard this will open the record in a new screen. This means you do not lose the page you are currently working on, allowing easy multi tasking.

9. Click here to close the screen.