Search records

Update field

1. Click the required record in the search results.
   
2. Go to the Information tab and click the field you want to update.
   
3. Enter the value and click Save.

Add tags

1. Click the required record in the search results.
   
2. Go to the Information tab and click the add tag icon.
   
3. Enter the tags and click Save.
   

Add notes

1. Click the required record in the search results.
   
2. Go to the Notes tab, enter the description, and attach files (if required)
   
3. Click Save.
   

Send email

1. Click the required record in the search results.
   
2. Click Send Email, compose your email content, and hit Send.
   

View recent search history

 

Sort records in List View

1. Go to the required module and open a list view.
   
2. Go to the column you want to sort and click the up arrow to sort in ascending order or the down arrow to sort in descending order.
   The records in the module are sorted automatically based on the column values.