How to Use Universal Search
Where to Find It
You’ll find the Universal Search bar at the top of your screen—just below your team name and above the menu group. Simply click into the bar to get started.
How to Use Universal Search
Start Typing: You can search by first name, last name, email address, or even phone number.
As you type, Lendware will begin auto-searching your database.
Any matching or closely matching results will appear, with highlighted keywords in yellow for quick visual reference.
Taking Action from Search Results
Once you've located the correct contact, you have two main options:
Option 1: Quick Actions
Click the ellipsis (⋯) next to a contact to:
Send an email
Send a text message
Add a note
Create a task
Click on the contact’s name or select "View Contact" at the bottom of the ellipsis menu to enter the full Contact Detail screen. From there, you can perform any follow-up or engagement necessary.
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