How to Use the Search Bar and Lookup

Eleo’s Search bar capabilities correspond with the Lookup function. When you use the Search bar, it will bring you to the Lookup. We strongly recommend having your Formal Salutation and Informal Salutation fields filled out in your Contact Records if you are planning on searching by both the First Name and the Last Name fields combined (Ex. John Smith or Jane Adams).

Here are the step-by-step instructions on how use the Search bar in Eleo:

1) Click on the Search bar in the upper right-hand corner of the screen under Settings, Help, and the Library.

2) Type in what you would like to search for in your database and click on the green Search button.

3) Your results will then populate in the Lookup. Your Total Results will let you know the amount related to what you searched by and your Lookup Options.

a. To filter your search further, select a field from the Lookup Options drop-down menu.

b. Then click on the Search button to update your results.

4) Your updated results will now populate.

a. You may always use the Lookup, which is located directly in the navigation bar, for easy searching too.

5) You have now successfully searched in Eleo using the Search bar and the Lookup function!

Ifyou have questions about this process, please do not hesitate to contact our Eleo Support Team at 1-844-676-ELEO (3536) or at Support@EleoOnline.com.