When using AFrame, it can be very important to be able to easily search for specific contacts or transactions. Fortunately, we made this quite simple. By using any of our search functions, you can quickly narrow down your results based on things like contact name, transaction address, or even categories. In this guide, we will go over the different ways to search in AFrame.
Our Advanced and Quick Search areas were phased out and replaced with our transaction and contact search pages. Our Daily Focus area is phasing out, as it was replaced with our task search page.
TABLE OF CONTENTS
Lookup Search Bar
The lookup search bar is located at the top of each page in the blue banner. You can utilize this bar by typing in a contact's name or transaction address, which will then populate the search results below. If you want to open all the contact or transaction results in a list, you can select the contacts or transactions button at the bottom of the results dropdown.
Transaction Search Page
The Transaction Search Page is a powerful time-saving tool for managing multiple files. It lets you switch between commonly referenced transaction lists using saved views with customizable columns, and complete common actions—like checking off tasks, managing dates, and uploading attachments—directly from the page without needing to open each transaction.
Open in AFrame: https://www.aframeonline.com/afs/app/r/search-transactions
Related Articles: Transaction Search Page
Contact Search Page
The Contact Search Page is a powerful tool for managing your database. Use saved views with customizable columns to quickly organize contacts, check off tasks, update ratings or categories, and assign contact owners—all without opening each record.
Open In AFrame: https://www.aframeonline.com/afs/app/r/search-contacts
Related Articles: Contact Search Page
Task Search Page
The Task Search Page brings all your tasks—across both transactions and contacts—into one easy-to-manage view. It allows you to switch between saved views and complete common actions like marking tasks complete, reassigning, or updating due dates—all without opening each contact or transaction individually.
Open in AFrame: https://www.aframeonline.com/afs/app/r/search-tasks
Related Articles: Task Search Page
Need help? We're here for you! Email us at Support@AFrameSoftware.com or use the ? icon in the top right of your AFrame account to submit a help request form.