How to use the Search All function [Video]

In this training video, you can learn how to use the search all function to find a lead, contract or customer. This can be used within any area of AdminBase to quickly locate a record

In Brief

• On the menu bar, click the Search All button

• You can search by name, address, postcode, telephone number or email. And you can choose if you are searching for a partial match or exact match

• After searching, select the record and click Go to Record

• You can change the Search all settings by navigating to Settings → My Settings → Search All. Here you can choose to show records from all companies if you have multi company set up and whether to show customer or contract records