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Quick search allows you to do a general search on all Sage CRM default entities that your user has security to see.


The quick search does an automatic search if the search result screen is open. You can search on the first letter alone by clicking "Go"


Only the first 5 results are returned. Users should continue refining their search and it will update as they type.


After finding "Sean Camp" we double click on the grid to view the person record.