Global Search

  • Updated

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

Company Users can use the search to select a Company which will take the user directly into the General Details screen for that Company.
Contact 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.
Document For Document searching, users can enter the document trace number. This will take the user directly into the Global Documents screen with just that document showing.
Trusts Search for Trusts by entering any part of the trust name. This will take users directly to the Trust Details screen for that trust

 

 

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