Searching for a contact or asset 

When searching for contact or asset start typing name in the search bar and the system will automatically start searching after four characters have been entered. There is no need to press enter or click search icon - this will bring you to advanced search.  

Also remember to always search Cx to see if the person already exists on the system before creating a new contact. 

If the result doesn’t show when you type the name or asset in the search field, press the space bar after the name or asset. This forces a refresh on the search results and the name then shows.