1. Click in the Record Search bar.



2. Begin typing any search criteria to locate a Record. Results will dynamically update below the search bar. Record search checks the following fields on a Record using “Contains” logic to find matches:
• Record Name
• Person 1 First Name
• Person 1 Last Name
• Person 2 First Name
• Person 2 Last Name
• All Phone Number entries
• All Email Address entries
• Record ID
3. Click a Record from the results list to open that Record.

You can narrow your search to only a certain field by typing a prefix before your criteria:

For example, type r:Smith to find only those Records whose Record Name contains “Smith”.