Searching Records

Overview

HighTide is a customizable CRM that allows your data to be managed in many different ways. Once your Record Types are configured, users are able to search through various Record Types through the table view of the Record Type you choose. 

Searching Records

To search for specific records within the HighTide platform you will navigate to the Record Type you would like to search for. After navigating to the Record Type you will see a table view that will show all fields that are set to Quick View within Settings. To search on the specific field you will click on the filter icon to begin your search. This filter allows various operators to execute your search.

Once you choose the desired operator you will type your criteria in the text box and then click Apply.

You may also choose to add additional operators to your current field option or on a specific field. For example, you may search for the last name of “Smith” and then you can add a search filter on first name if your data includes multiple records with the last name of Smith.