Basic Search

SMMware offers a Basic Search feature which looks through the name fields of Clients, Organizations, Contacts, and Associates for matches.

It is located at the top of the page, consisting of the standard text box and "Go" button.

The search results are grouped by the area a given result came from (Clients, Organizations, Contacts, or Associates), and shows the contact information for each. Often that is as much information as is needed. But you can click the "edit" or "view" button to see the full profile.

Comments are closed.