Skip to main content
Global Search Bar

Learn how to search your Open To Close account for specific properties and/or contacts using the global search bar.

Kristina Patten avatar
Written by Kristina Patten
Updated over a year ago

The search bar allows you to quickly find any property and/or contact that you have in your Open To Close account. You can switch what you are searching by to either Properties, Contacts, or All. Here's a breakdown of what each option can do.

  • All - Select this to search through all of the properties and contacts in your Open To Close account at the same time. It will display any that match the search term.

  • Properties - Select this to only search through the properties in your Open To Close account.

  • Contacts - Select this to only search through the contacts in your Open To Close account.

Important:
The search filter type is saved after it is selected. If you would like to search your entire database for both your properties and contacts, ensure that All is selected before searching.

Did this answer your question?