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:

Customer name
Document
Job number
Lead number
Postcode
Part number

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