User Manual 2.2
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1.5.2. Find Existing Records

There are several places to find records. Click the record name to view the record.
 
1.5.2. Find Existing Records
1

Search Bar

1. Search Bar
Use the search bar to find records across all tabs in your organization.
2

Tabs

2. Tabs
Click tabs to bring up additional ways to find records.
3

Recent Records

3. Recent Records
From a tab, you will see a list of records you have recently viewed. Click the link to view that record.
4

Filtered View

4. Filtered View
Click the down arrow next to the Filtered View to view all records that fit the filter criteria on that tab. Click the pin to set a default view for yourself.