How to Search for Events, Contacts and Notes

Platform-wide search capabilities allow you to quickly locate the data you need.

With Circa's upgraded smart search, users can now search all contacts, events, and notes within their Workspace. 

Use the smart search bar at the top of your Workspace to find event data by date, team, location, or any custom field you many have created.  

Refine your search by Event, Contact, Notes or search across all three data sets. 

Even with thousands of events you can drill-down further by using the event search drop-down to isolate Upcoming, Recent, or Past Events.

Toggle on 'Exact Phrase' to find a string of words together such as an Event Title (Example: New York Tech Job Fair) or a Contact by using their first and last name (Example: Jane Doe). 

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