To search for data globally:
- Tap on .
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.
- 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
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.
- Swipe Up/Down to scroll the records in the search results list.
- Tap on an entry in the results list to switch to the record's details view.