SEARCHING RECORDS

There are several ways to look for records in the system:

Click the magnifying glass in the blue bar

This will give you a standard search field. Use the FILTER WITH dropdown to search for a particular type of record.

NOTE: CRM does not use predictive text or smart searching. The most efficient way to search is to type as much of the word as you know into the search field.

The system will return partial results, so a search for 'can' will return results including Candace, Canada West, Canadian Tire, etc.

Advanced find

This will allow you to search using a familiar Microsoft form.

To use this feature, click on the golf-tee-plus-square icon in the blue bar.

On each formOn most forms, you will see a search for records field that can be used to search that section.