6. Global Research
When it is necessary to search for a record across the entire CRM, start by clicking the magnifying glass icon at the top right . This opens the screen shown below containing some options for refining the search:
- Search entire CRM
Global Search detail
How to run a Global Search?
- After typing a search key word, if the “Clients” button is clicked a pop-up opens containing the search results.
- Clicking on “Others” makes it possible to choose to search within other modules (e.g. Plans, Sales Orders, Potentials, Quotations, etc.).
- Pressing the “Search entire CRM” button searches the entire database.