Using 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 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! 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 view the information, make changes, and save