FAQs in this section
How can I use Global Search?
Follow these steps to search for a record in all modules:
1. Click the Magnifier icon in the Global Search window.
2. Select All Modules from the Search In drop-down.
3. Specify any of the following details:
Search results are grouped under different tabs. For example, deals are grouped under the Deals tab and events are grouped under the Events tab.
1. Click the Magnifier icon in the Global Search window.
2. Select All Modules from the Search In drop-down.
3. Specify any of the following details:
a. has all these words: Search results are records whose names contain all the words you specify
b. exact words/phrase: Search results are records whose names contain the word or phrase you specify
c. any of these words: Search results are records whose names contain at least one of the words that you specify
4. Click Search.Search results are grouped under different tabs. For example, deals are grouped under the Deals tab and events are grouped under the Events tab.