Global Search

There are several ways to conduct a Search in Flywheel.  The first is the "Global" search.  This is always available in the upper right hand part of the app.  

 This is a general search that uses "fuzzy" search algorithms to look through almost all of Flywheel.  It's very powerful, but can also be somewhat imprecise.  You can search for an email address, a phone number, a name, an Opportunity ID, etc.  Note that when searching for emails, it is best practice to put quotation marks around the email address.  And it is best practice to remove dashes and parentheses when searching for phone numbers.  In this case here are the Global Search results for "Smith" from a Flywheel demo system.

Global search offers additional powerful and complex searching options that will be described in a future document.  

List View Quick Search

From any List view, a search can be done within a certain module type with the Quick Search bar. The following is the Quick search bar on the Accounts list view.

Searching in this way will only search within the Module, and will only search on the Name field for the module.  So for example, searching for "Smith" will only search for Accounts that have the exact text "Smith" in the name.  

The "percent" symbol allows for wildcard search, but again only within the Name field.  So %Smith would match against the name Naismith as well.

The search results can be cleared by clicking the Spreadsheet button.

Home Dashboard View and Filters 

Other ways to find what you are looking for include the Home Dashboard view which is described here.  In additional every Flywheel List view offers powerful filtering capabilities outlined here.