Basic Search
Search by Transaction ID
Search by Transaction ID is used to quickly locate a specific transaction by entering it in the search bar.
Search by Stage
Find transactions based on their current stage by typing the stage name into the search bar.
Search by Field Value
Search using field values by entering the desired value in the search bar. This option is available only in Basic Search, and only for fields that have been configured with the "Include Field in Like Search" option.
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