Using Search

  1. Click search Search.
  2. Click Showing.
  3. You can check the box for any type of result you would like to appear when searching.
  4. Set whether or not you would like Inactive results to appear. (e.g. cancelled or lost events, inactive accounts, etc.)
  5. Click Save.
  6. Type a search term into the field. You can search for:
    • Accounts by name
    • Contacts by name
    • Events by name or ID
    • Tasks by name
    • Event orders by ID
    • Invoices by invoice number
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