Perform a Quick Find
Quick Find searches let you access a record by entering part of a valid key code, such as an employee's last name or a client number. You can also use Quick Find to enter data.
If the information that you enter matches only one record in the
Ajera CRM database, the record is displayed. If the information that you enter produces more than one result, a box displays listing all matching records and you click the record that you want to open.
When you perform a Quick Find search in the Info Center, the Active Only option setting is applied automatically so that Ajera CRM only searches for records with a status of Active.
To perform a Quick Find search, complete the following steps:
- Click in the Search field of a record.
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Enter a single character, a string of characters, or a word, and then press ENTER.
- If you enter a single character, Ajera CRM searches for every record beginning with that character.
- If you enter more than one character, Ajera CRM searches for every record that contains that string of characters.
- For whole word searches, enter a space before and after the word to search for only that word.