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The Universal Search function allows quick searching of multiple types of record (properties, applicants, landlords, tenancies, contacts and companies) from a single search field. It returns data across all offices the user has access to and has been designed to allow a quick, yet powerful, search across many records.

1. Accessing Universal Search

  • Click the magnifying glass icon
    (always on display top left)

  • The Universal Search field is displayed to the right

  • Any of the following search criteria can be entered: name, address, postcode, reference code, telephone number, e-mail address

  • Enter text in the search field then press Enter on your keyboard

  • See 1a for an example search

For further information on how searching works, see step 3


Keyboard shortcut

You can also press Control & F on your keyboard to access Universal Search

 1a. Example search

In this example, the search text high street has been entered:

An option to switch to search archived records is offered below the search field

Clicking an applicant, contact or company link will display the record to the right; the rest of the search results are then shown in a quick list on the left, allowing them to be easily accessed

2. Identifying the type of search

For some searches, the text entered could be a name or an address

After the initial search, the text under the search bar allows you to specify this

  • Select to refine by name or address

  • In this example, address has been clicked to refine the results by address


For further information on how searching works, see step 3


 Extra options

Buttons at the bottom of the search panel offer options for:

  • Advanced Search
    Clicking this allows more in-depth searching to be carried out for a chosen record type

  • Add New
    Allows a new record to be added to the database, to be used when a search did not find a matching record

3. Tips for searching

  • When entering a word it will search:
    • Flat or house name
    • Address1
    • Contact surname
    • Company name

  • If needing to search for text from different fields, e.g. Flat or house name AND Address1, a comma must be used to separate your search text
    • e.g. searching The Bungalow, 6 Long Lane will return the correct results, searching without the comma won’t

  • If your search begins with a letter and contains further numbers and characters, then the system will assume this to be a postcode
    • If a letter-number format is used, such as for plot references (e.g. RG123), it is recommended to prefix your reference with a number (e.g. 1-RG123); the number prefix can be the same for all references

  • If your search has 6 or more numbers the system assumes this to be a phone number and it will remove any characters from the search string if entered before, in between or at the end
    • If the search has less than 6 numbers in it, it will search a combination of the following fields as you would expect (i.e. Flat or house name, Address1 & Company name)

  • A default search scope for property and applicant searches may be in use*
    • For example, if the default search scope for property/applicant searches is set to office, then the search will only return applicants/properties registered to your office, rather than the whole database
      * This is a system setting which may/may not be enabled; settings can be different for applicant and property searching and can be set to negotiator (applicant only), office, department or all


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