Searching (Contact, Opportunity etc)

How to Search for a Contact / Opportunity / Budget

Contact Module Main Screen

1. From any Module
   
2. Use the Search Bar (located on the top of the screen) 
   
   
   
3. Enter in your client's name
   
4. The program will display all results that match your search criteria  
   
   
   
1. The icons next to each result indicate whether this is a contact, an opportunity or a budget
   
1.   Contact 
   
2. Opportunity
   
3.   Budget
   
5. Clicking on a result from the search will open the corresponding module
   

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