Global Search

To search for data globally:

  1. Tap on .

    The Global Search text box displays on top with the list of available areas to search in.The infoareas are highlighted by colored vertical bars on the left.

    To close the screen and return to the previous page, click the X button.
  2. Enter your search criteria. The List screen displays the search results. Data is searched as you type in the text box and the hits are displayed sorted by the info areas.

    Note: The content displayed in the listed records are configured by your CRM.Client administrator. For example, for a Company records could include the info area logo, company name, address etc.
  3. Swipe Up/Down to scroll the records in the search results list.
  4. Tap on an entry in the results list to switch to the record's details view.