The Search widget allows you to add a search function for specific areas of RPM. 



Enter the Widget name and select the Scope. The scope limits where the search function will look for the value.  


Staff - Search all fields in staff users for the value 

Customers - Search all fields in customers for the value 

Customer Names - Search for only customer names and aliases for the value 

Agencies - Search all fields in agencies for the value 

Reps - Search all fields in reps for the value 

Suppliers - Search all fields in suppliers for the value 

Accounts - Search all fields in accounts for the value 

Account numbers - Search for only account numbers and aliases for the value 

Assignment codes - Search reps for the assignment code stipulated



Click Done.


Below an example of how the search widget displays with a customer scope.



Further reading: