Please watch this video or follow the steps below:

1) Use the top left search bar and search for any name or keyword. Press enter.


2)  Click "Run Full Search" This will search through the entire software in one click. You can search through all your internal notes, tasks, events, emails, contacts, matters, and even custom fields!


Now we can see all the instances where the item we searched appears in our software.

Enjoy!

Did this answer your question?