How To Use The Universal Search Feature

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