How to Find Records

Records can be found using the Search Bar and Filters on the CRM Records Page.

The Search Bar

1. Click CRM in the left navigation menu.
2. You will see the search bar in the top left of the page

Main Filters

There are three main filter options on the CRM Records page.

1. Association: This filters the records by association. Multiple associations can be selected at one time.
2. Status: This filters the records by status. Only one status can be selected at a time. 
3. Last Modified Date: This calendar dropdown filters records by the date they were last modified.
   1. Selecting one date will show all records modified on and after that date.
   2. Selecting multiple dates will show all records modified on and within those dates.

Advanced Filters

In Advanced Search, records can be searched for by TIN, GIIN, and/or address. The list of archived records can be accessed by clicking ‘Archived Records’.