Finding Leads, Enquiries, and Documents

Key Points: Finding leads, Enquiries, and Documents

1. Activate the search bar.
Press Alt + S to focus the search bar without using the mouse. 

2. Start a search.
Type a name, number or keyword and select the relevant result from the dropdown. The dropdown shows matching leads, folders and documents. 

3. Searchable fields.
The search bar matches these fields:
a. Customer name
b. Document
c. Job number
d. Lead number
e. Postcode
f. Part number

4. Refine results with multiple keywords.
Combine keywords with && to narrow results. Example: smith && sw11 returns customers named Smith with postcode SW11.