Use Quick Find to Enter Data

Use the Quick Find feature to enter data in any field where the magnifying glass icon is displayed.

To enter data using the Quick Find feature, complete the following steps:

1. Select any field with a icon.
2. Enter a single character (for example, the letter "a" or the number 3) or a string of characters ("ab" or "13") 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.
3. Click the record that you want to access. If the information that you enter matches only one record in the Ajera CRM database, the record is displayed.
4. Click Enter to insert the record name in the field.