Quick Entity Search Dashpart
The Quick Entity Search dashpart enables you to quickly locate specific contacts, organizations, projects, enquiries, opportunities, campaigns, and communities.
To search for a record:
- From the
Select entity type list, select the record type that you want to search for.
Note: If you opt for the Contact option, only active contacts are searchable. If the desired contact has been superseded, you must leave this field blank.
- In the Enter entity name field, type the name of the record that you want to find. As you type, a list of matching records displays, and you can click a record to select it.
- Click
to navigate to the selected record.