With the Universal Search feature, you can rapidly search for contacts, payments, and opportunities in your system. If the search results in a match, you can effortlessly access the entry, otherwise, you can create a new one. Follow these uncomplicated guidelines to understand how to use the Universal Search:

Step 1: Navigate to the dashboard menu.

• Located at the upper left corner of your display, you will find a search field.
• Once you click on it, a window will emerge.
• Inside the window, you have the option to enter the query you intend to search for.

• In this instance, our search query will be “test”.
• Towards the left-hand side, you have the option to filter the search results by choosing from the following categories: All Categories, Contacts, Opportunities, or Payments.

• To swiftly navigate to the page containing the relevant information, simply click on any of the discovered Contacts, Opportunities, or Payments.
• You can repeat this process as many times as necessary by returning to the search bar.

Step 2: Add a Contact or Opportunity from the Search tab

• If the search does not produce any results in either the Contacts or Opportunities tabs, you can create a new contact or opportunity from there.
• Simply click on the “add” link that appears in the relevant tab and provide the necessary details for the contact or opportunity you want to generate.