Searching Several Info Areas (Global Search)

The Global Search is included in the default configuration. This search includes more than one info area. You can define the info areas to be searched in the Quick Search area. The user can access the Global Search from the application menu.

To define the Global Search:

1. Click on Quick Search on the CRM.designer start page:
   
   
   
2. Define the fields in the info areas to be searched:
   • Click on (Edit) besides an item to change the existing setting.
   • Click on (Add) at the end of the list to add a new info area, and then define the settings for the search.