Search

The Search Box allows you to run a general search on all CRM default entities that your user has security to see. Simply type some characters into the search box and select the magnifying glass

Only the first 5 results are returned. Users should continue refining their search if necessary by adding characters and selecting the magnifying glass again.

Results will be displayed in list format, entity specific as per the characters entered

Choose the entity you wish to view by selecting it, details relevant to the entity will be displayed

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