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: