Steps to using Global Search
Related Helpguide Pages
Learn how to use Global Search
Each page on accessplanit has a Global Search option embedded into the header, next to the Help icon.
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
These steps will show you how to use Global Search
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.
Depending on what search criteria you are looking for, tick or untick the checkboxes next to each option to define your search
Once you have selected your search criteria, enter the information you wish to search and press the magnifying glass icon
This will then provide you with the search results based on your criteria
You can then select the record by clicking on it
This will then open the record for you to edit and save
