General Search Engine
Introduction
General search engine is a powerful tool that will help you find all related objects using a simple keyword.
You can find the General Search Engine on the top-right corner near the profile icon.
You can specify the Entities that you want to search with below options:
All Entities: search for all below entities related to the inputted keyword
Accounts
Contacts
Leads
Sales
Cases
Notes
Quotes
Policies
Search Results
The search result will display with options to view results of a specific Entity.
The number after the Entity Name is search results count.
Example: Account (610) - There are total 610 results for Accounts
Click on Entity to filter the results
If you would like to request an article, drop us a mail at production.support@contemi.com