Search

Improvements to quick search make it faster and easier to find customer records. Improved search capabilities provide a quick way to find and navigate to recordsby lettingusersenter keywordsin thesearch box on thenavbar. Thesearch box supportsusingan asterisk(*) asawildcard character,andallowstheuser to searchacrossrecord types and get afulllist of matching searchresults.

Todo moresophisticatedsearches,clickthenewAdvancedFind icon, which isnowonthenavbar.Toonlyseematches for acertain typeof record, onthesearchresultspage, youcan selecta filterfromthedrop-down list. Click asearchresultto open it.