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If you’re new to Shape, you may be wondering where to find certain customers. You can search for records either in a specific record type list, or you can search system-wide. To search on Shape, follow these steps:
To do a system-wide search you will find the search field in the top right-hand corner of the screen, click the search bar and type the name or contact information of the record you are looking for and click “Enter” on your keyboard to search your database.
To search in a specific record list you will first navigate to the record type (EX: Leads, Prospects, Applications, Clients, Loans, etc.)
Above the list of records you will see a bar towards the top right. Click in that bar and start typing the name of the record you are looking for and then click “Enter” on your keyboard to search.
Note: When doing a master system-wide search, all records are searchable for all users, but the records can only be accessed or opened by the assigned user or by a user with higher role permissions such as a director or admin.
If you are searching for something specific (for example: reference ID), but the system is not yielding the search results you are trying to achieve, then adjust your search parameters via the Search Rules settings page.
Start by navigating to "Settings" in the top navigation bar. Then click the "System Preferences" dropdown to find the "Search Rules" settings page. Once here, simply put a check next to the field names you would like to be able to search by!
Currently there is no method to hide this search feature from the users in your system.
This may be due to the record being deleted by an admin or through a duplication merge. Please reach out to an admin in your system or contact our Support team at support@setshape.com for assistance!
This is likely due to the record being converted to a different record type. Simply search for the record using the search field in the top right!
You will notice that Shape will let you know the record type they are currently under in the search results for your reference!
Keywords: records, manage search rules, searching, master database search, search contacts, find contacts, search lists, leads, prospects, borrowers