Search

The Certain Help Center article explains how to use the search feature across sections.

Select the field to search on. For example, a name.
Select the operator, for example "begins with".
Enter the value to search for, for example "Ford".
If available, select which account or sub-account you want to search in (or accept the default "All Accounts"). Only the accounts you have access to are available to choose from.
If you select Open record in a new tab, then when you open a record from the results list you will see it in a new browser tab, instead of the one in which you started the search.
Click Search to see the search results.
Click a record in the results list to view or edit that record.

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