Using the Quick Search Bar

The Quick Search bar is located at the top of every list view screen:

  1. Navigate to the desired module (e.g. Menu > CRM & Sales > Contacts).
  2. Enter keywords or operators for your search.
  3. Click the search Search icon ().

Note: To display all records, leave the search fields blank.

To quickly remove all search terms, click the Clear Search Criteria button () at the left of the search bar.

Additional Search Actions

Next to the Search icon, a drop-down menu provides you with additional options:

After completing an initial search, you can refine the results further:

  • Search & add to current list — Queries the database for new search criteria and includes any matching records with the current list.
  • Search current list — Refines the current records to show only the items that match the new criteria.
  • Omit from current list — Refines the current records to remove any items that match the new criteria.
  • Go to Advanced Search — Displays the Advanced Search screen.