Using Global Search
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