Record Search
Search for a record using the search function to quickly find the content you are looking for
Support avatar
Written by Support
Updated over a week ago

We have improved the search experience in SideDrawer with a dedicated section to help you quickly find the content /record you are looking for. Search for the Name of the Record by using this new function.

Step 1

Open the Search Menu

Step 2

Search the Record Name you are looking for

  • It will smart search any sequence of characters within the Record Name. In this instance we are looking for the ‘Nick Life Insurance’ Record

Step 3

Access the record

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