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Searching everything at once

The Search box sits in the menu on the left, on every page. It looks in four places at once:

• People - by name, email, phone, brokerage, market or tag
• Conversations - by subject, who it is with, or a line from the message
• Texts - by what was said or the number
• Written down - the notes you have logged on a contact

Type two letters or more. The words you searched for are picked out in the line they were found in, so you can see why something matched. Everything is your CRM's only - one CRM never searches another's.

Updated September 22, 2026. Still stuck? Email mail@swiftagentsites.com.