Dashboard search
The main Dashboard has a search bar where you can type in almost any type of data from a record, including a name, course code, class code, even an invoice number, and it will be shown in the search results.
If you click on a search result, that record will open in a new window unleass you are searching for a contact. Clicking a contact record search result will open that contact in the contact insights panel. You can learn more about that in our contact insights section of our manual
This is not the same as the Search function in list views.
Updated 6 months ago