Global Search

The global search function lets you search for a particular Contact, Work or Email.
From anywhere in the app, you can open the search in the top right corner, and then type what you are looking for.


 

To help you find what you need, you can choose to filter your results by All, Contacts, Work or Email.

To perform an exact search use "" around your keywords, ex. "monthly payroll".

Your search results will display emails in chronological order, with your most recent emails showing first.

 

 

 More on how you can use Search to help eliminate working in silos. 

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