BrokerEngine's global search tool lets you search all boards and contacts related to your account. It's particularly useful for finding archived cards, which aren't displayed on most dashboards.
Contents
Prerequisites
None.
Searching for a contact or card
Go to the side menu and click the Search link. A new window displays.
If the side menu is collapsed, BrokerEngine only displays the icons.
Enter all or part of a name connected to a card or contact. BrokerEngine displays matching records sorted by category (e.g. contacts, deals, etc.).
