All Collections
Manager Platform Guide
Manager Platform
Manager Platform Guide - Does Groundbreaker have a search function?
Manager Platform Guide - Does Groundbreaker have a search function?

The search capability is available from the Home Dashboard

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

The Search capability is a powerful tool that makes it easy to access the details you need to service your customers. By entering a keyword in the search box, you can find all contacts, investor accounts, offerings, and investment entities that match.

Find the search box at the top of the page.

When you enter a word or phrase, the Search feature will query and provide matches from multiple data sources:

  • Contacts

  • Investor Accounts

  • Investment Entities

  • Offerings

Selecting one of the results will take you to the detail page for your selection.

Related Materials

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

Did this answer your question?