Global Search

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The Global Search allows users from any screen to search and navigate to any company, contact or document.

  • Users can use the search to select a Company which will take the user directly into the General Details screen for that Company.
  • Searching for a Contact can be done by typing any part of that contact's name which will take the user directly into the Contact Details screen for that contact.
  • For Document searching, users can enter in the document trace number and that document will appear in the search. This will take the user directly into the Global Documents screen with just that document showing.
  • Search for Trusts by entering any part of the trust name. This will take users directly to the Relationships/Contact Details screen where the trust was entered.



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