General

How do I Filter My Search Results?

Find what you're looking for faster than ever by filtering your search results in your search bar.

To Filter your Search results:

 

  • Type your search term into your Search bar

  • Next, select the type of record you are looking for by clicking on the Record Type buttons beneath your search bar. You can choose to filter by Jobs, Contacts, Tasks, or Documents.

  • You can also search for more than one file type at a time by selecting more than one Record Type option.

  • To deselect a filter, click the Record Type option you have selected (shown in blue as outlined above) or select the All filter option to remove the previously selected filters.

Note: Search Filters are "sticky", meaning they will stay selected even if you leave the current page until they are deselected.