Universal Search, quick search & advanced search
This guide has been reviewed against our global client base and classed as relevant to all regions
Searching AgencyCloud can be can be carried out in various ways - using names, addresses and contact details to find the required information
Universal Search searches the whole of your database, allowing you to filter as you search to find the records you need - you can also Quick Search by record (i.e. applicant, property/vendor, landlord/tenant, contact or company) and Advanced Search options are also available
Search results can be used to send an email/letter to each entry and also printed out
Searching the current database must be carried out before adding a new record
After carrying out a Universal or Quick Search, the option to Add New is offered at the bottom of the main menu
1. Universal Search
Universal Search results (see 1a)
Where further search functions are needed, click Advanced Search at the bottom of the screen, see section 3 below for more information
| For some searches, the text entered could be a name or an address, where this is the case, an option is offered on screen to identify which category the search text falls into |
2. Quick Search Clicking any main menu option from Property downwards displays a search bar in the sub-menu to allow a Quick Search to be carried out Any of the following can be entered when using Quick Search:
| Where further search functions are needed, click Advanced Search at the bottom of the screen, see section 3 below for more information |
3. Advanced Search After carrying out a Quick/Universal Search, the Advanced Search option is available at the bottom of the menu bar (see section 1)
Use the options on left of the screen to filter your search results:
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