1. Click Advanced Search in the sidebar.
2. Enter your search term.
3. Pick which types to search: Contacts, Businesses, Projects, Items, Notes.
4. Optionally limit by date range or tags.
5. Click Search.

Results group by type. Click any result to jump straight to it.

The fastest path from sign-up to a usable CRM:

1. Sign up at the registration page and confirm your email.
2. Log in — you’ll land on the Dashboard.
3. Click Add New Contact in the left sidebar and enter one real contact (your own info works).
4. Click Business → Add New Business and add the business that contact belongs to.
5. Click into the contact and link it to the business you just created.

That’s the core loop. Everything else — projects, deliveries, items, health profiles — works the same way.