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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