To quickly search for an application in AutoConvert, use the search function at the top of the left-hand menu.
You can search by:
- Surname
- Phone number
- Email address
- Postcode
You can also use the advanced search; the link to this is directly under the general search box.
Below is an example of an advanced search:
- Under 'Search by', select 'Unique Reference' in the drop-down
- A unique reference is a short reference used to identify an application. It can be used to find a specific application rather than returning multiple results, which could happen when searching by phone number or surname.
- Type the reference into the search box
- Choose how the results are displayed in the 'Sort results by drop-down', for example, 'Created date (newest first)'
- Select 'Search'