From your dashboard, click on “CRM” and then “View Vendors” on the left side of the screen.
In “View Vendors” you’ll notice two types of searches at the top of the screen, “Search” and “Advanced.”
SIMPLE SEARCH
To do a simple search, stay in the “Search” tab and type what you are searching for in the search box. Click the “Search” button on the right when you’re done.
Your matching results will be displayed below the search box.
Depending on how many results you have, you can also choose how many results you want to display per page by clicking the dropdown from Show.
Make your selection and click the Blue icon to save this number as your default.
ADVANCED SEARCH
If you would like to narrow your search, click the “Advanced” tab at the top of the page.
You can conduct your search using any of the isolation fields, allowing you to search those specific fields.
When you're done, click the “Search” button at the bottom.
Your matching results will then be visible at the bottom of the page.
In this case, a search based on Vendor Type and Lender was chosen.
You can see the results below.