How To Use The Universal Search Feature

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within Referins. You can easily click into any found entry, or create a new entry if the query yields no results. Check out these simple steps for how to use the Universal Search:

Step 1: Navigate to the dashboard menu.

• On the top left of your screen, you’ll see a search bar.

• Click on it and a popup will appear.

• In the popup window, you can type the query you wish to search for.
• In this example, we’ll search for “test”.
• On the left, you can sort the search by All Categories, Contacts, Opportunities, or Payments.

• Click on any found Contacts, Opportunities, or Payments to quickly navigate to the page with the appropriate information.
• Return to the search bar and repeat this as many times as you need to.

Step 2: Add a Contact or Opportunity from the Search tab

• In both the Contacts and Opportunities tabs, if your search doesn’t yield a result, you can create a new contact or opportunity right from here.
• Click the “add” hyperlink that appears within the tab, and fill out the appropriate information for the contact or opportunity you wish to create.

FAQ: 

Q1: What is the Universal Search feature? 

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within Referins. You can also create new entries if your search yields no results.

Q2: Can I add a new contact or opportunity directly from the search results?

Yes! If your search yields no results in the Contacts or Opportunities tabs, you’ll see an “add” hyperlink. Click it to create a new contact or opportunity and fill in the required information.

Q3: Can I repeat the search process multiple times? 

Yes, simply return to the search bar and perform as many searches as needed.