Overview
Global search finds your buyers, agents, and vendors from anywhere in REsimpli.
The search bar is on every page, so you do not need to navigate to the right section first.
Steps
Step 1: Open the search bar
Click the search bar at the top of your screen. It is available anywhere in the CRM.
Step 2: Type the name
Enter the name of the person you are looking for.
REsimpli returns everything matching across your records — leads, contacts, and notes.
Step 3: Filter to Contacts
Click the Contacts filter to limit the results to buyers, agents, and vendors.
Each result shows what type of contact it is, so you can tell a buyer from a vendor before you click.
Step 4: Open the record
Click the name to open the contact.
The record opens in a new tab, so whatever you were working on stays open behind it.
Important Notes
Contacts covers buyers, agents, and vendors. Seller leads are under the Leads filter instead.
Each result shows the contact type, which matters when the same person exists in your account as more than one type — someone can be both a buyer and an agent.
Records open in a new tab, so your current work is not lost.
Searching a first name returns everyone matching. Add a surname to narrow it down.
The search bar works from every page, so you can look someone up mid-task without leaving what you are doing.
Troubleshooting
Too many results
Add the surname, or click the Contacts filter to remove leads and notes from the results.
You found the person but it is the wrong record
Check the contact type shown against each result. The same person may exist as more than one contact type, and each has its own record.
The person is not in the results
Check the spelling. If they are a seller, they are a lead — use the Leads filter instead of Contacts.
You only remember the company, not the person
Try searching the company name. If that does not find them, search a word from a note about them and use the Notes filter.
You lost the page you were on
You have not — records open in a new tab.
Summary
You searched for a contact. You clicked the search bar at the top of any page, typed the name, and clicked the Contacts filter to limit results to buyers, agents, and vendors. Each result showed its contact type, and clicking the name opened the record in a new tab.