How to search and find contacts using Quick Search bar

Applies to: R4 Version

The Quick Search option is in the top right corner of the SalesNexus menu bar, and is fully customizable.  For more information on how to specify a field for Quick Search, see:  How to Add New Fields

1. Quick Search only Searches for Contact name by default
   
2. Clicking the "square button" to the left of the Search box lets you select up to 3 fields to search at once
   
   
   NOTE:  Searching is limited to 3 selected fields to keep each search operation quick.  Adding more than 3 would cause searches to time out.  The "All Primary" option has been optimized to search across all the fields in Quick Search with out timing out.  
   
3. Selecting "Campaigns" allows you to search for any Email Campaign in your SalesNexus account
   
   
4. Selecting "Groups" allows you to search for any Group in your SalesNexus account