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The search option is located in several grids throughout the app and all work in the same way. The following example is using the search from the Dashboard Tile Modules. |
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Search for Projects, Companies or Contacts from one of the Dashboard Tiles.
Click in the search and start typing.
Click on the X to clear the search.
Filter by Project, Company or Contact Type
Click on the three bars on the left of the Search text box
Select which project type you want to filter by
After making a selection you can use the search text box to narrow your search if necessary.
