Global Search Setup

Purpose of Global search is for quick finding some record by searching multiple forms. So, for example you can search by name your Leads, Accounts, Contacts, Offers...

To set Global search you have to navigate to Main menu - My account - Settings. After that open context menu and click on the Global search menu item.

New form will be visible for entering a new record.

In the field Form (1) you have to choose a form you want to include into search. In the field Ordinal (2) fill to ordinal number by which results will be shown. For example if for Account enter 1 and for Lead enter 2, when you search first results will be Accounts then Leads. Next step is to save record by clicking the green floppy disk. Previous procedure repeat as much times as you have forms for searching.

For now Global search searching records by Name (Account, Lead), for documents by document number (Offer, Invoice).

When you done with settings you can click on Global search to find out your records fast and simple.