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:

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

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.