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 image-1655736100372.png. This opens the screen shown below containing some options for refining the search:

  1. Search entire CRM
  2. Clients
  3. Projects
  4. Sales
  5. Inventory
  6. Collaborations
  7. Others

6 [2].PNG

Global Search detail

How to run a Global Search?


Revision #3
Created 14 July 2022 13:23:56 by Admin
Updated 14 July 2022 13:28:29 by Admin