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Finding records with the Quick Find feature

March 8, 2010

If you need to find a record quickly and easily, then Quick Find is your friend.  Sure, it may not be as clever as its big brother (the Advanced Find feature), but it’s fast and simple so you’ll be using it a lot.

If you need to find a contact by first/last name, you should use a Quick Find.

Step-by-Step Instructions

  1. Click on a record type in the Navigation Pane.  For example, you could click on Contacts.
  2. You’ll see a search field at the top of the record list.
  3. Enter your search term into the field. Click the magnifying glass button or press Enter to execute the search.

Tips & Tricks

  • The Quick Find feature searches on specific fields, but not all fields.  To change the fields that are searched, follow the instructions on the next page.
  • Use an asterisk (*) as a wild card.  This is especially useful when searching for companies that begin with the word The.

 

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