Before You Begin
Ensure you have access to the universal search bar in your Dazos CRM instance
Note that the search configuration may require administrative permissions
Steps
Understanding Universal Search Configuration
The universal search bar can be configured to default to different modules
Common configurations include:
Account search (searches for client/patient accounts)
Intake opportunities search
Other CRM modules as needed
Contact your administrator or Dazos support to change the default search module
Using the Universal Search Bar
Click on the universal search bar at the top of your CRM interface
Begin typing your search query - there is no minimum character requirement
Dazos supports partial matches (e.g., typing 'Fer' returns 'Fernando', 'Fernandez', or 'Jennifer')
As you type, a predictive dropdown will appear with matching results
Working Around Full Name Search Issues
There is a known issue where pressing Enter after typing a full name (first + last name) may not return results, even when the record exists.
Workaround Options:
Use the Predictive Dropdown (Recommended):
Type the full name (e.g., "Nick Gabriele")
Wait for the predictive search dropdown to load
Click directly on the matching result from the dropdown
Search by Last Name Only:
Type only the last name (e.g., "Gabriele")
Press Enter or use the dropdown - this typically works correctly
Use Single Name Components:
Search using either the first name or the last name individually
This avoids the full name search issue
Verification / Expected Result
After using the workarounds:
The predictive dropdown should display matching records as you type
Clicking on the dropdown results should navigate you to the correct record
Single name searches (last name only) should work when pressing Enter
Troubleshooting / Common Errors
No results when pressing Enter with full names:
This is a known issue - use the predictive dropdown instead
Try searching with last name only
Search defaulting to the wrong module:
Contact your administrator to reconfigure the default search module
The search can be set to prioritize accounts over intake opportunities
Predictive dropdown not appearing:
Wait a few seconds after typing - the dropdown may take time to load
Ensure you have proper permissions to view the records
Related Resources
For search configuration changes, contact Dazos Support