Search for Records

Search for a specific record using the search bar at the top of the screen.

To search for records:

1. Tap the “Map” icon at the bottom navigation bar to open the Map view.
2. Tap on the search bar on the top and enter the record’s name.  The record details will appear with quick actions.

Tap the three dots above the search bar for additional display options for your records list view.

• Show engagement info: You can toggle this option On to see the last contact date and the number of days over cadence, or Off to see the record’s due date.

• Show quick actions: This will enable/disable the quick actions from the record list view.

You can also apply filters to search.  To learn more about filters please visit our Filter Overview page.