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Steps to using Global Search

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Related Helpguide Pages

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Learn how to use Global Search

Each page on accessplanit has a Global Search option embedded into the header, next to the Help icon.

Global Search bar

This Global Search field can be used to quickly search results from the following DataGrids:

  • Accounts

  • Course Templates

  • Invoices

  • Opportunities

  • Users

It is possible to go directly into any of the above DataGrids and search directly, but if you need quick access, then the Global Search field is a great place to start.

✅ How to use Global Search

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These steps will show you how to use Global Search

Expand
titleUsing Global Search

  1. Click the drop down arrow to the right hand side of the magnifying glass, this will show a list of options that you can search from such as Accounts, Course Templates, Invoices, Opportunities and Users.

    Global search bar

  2. Depending on what search criteria you are looking for, tick or untick the checkboxes next to each option to define your search

    Global search bar search options Image Modified

Tip

Top Tip!

Having less options selected here will make your search criteria more specific, this means that your search will be much faster and more accurate!

  1. Once you have selected your search criteria, enter the information you wish to search and press the magnifying glass icon

    search bar text entered Image Modified

  2. This will then provide you with the search results based on your criteria

    search results Image Modified

  3. You can then select the record by clicking on it

    User from Global search Image Modified

  4. This will then open the record for you to

edit

  1. view the information, make changes, and save

    User Account Information Image Modified