Last Updated December 22nd, 2017 by Becca Ellig

Let's talk about how to do a Page Search and how to do a Global Search.

Global Searching

How to do a Global Search:

  1. From anywhere in the application you can enter a name or number to search by into the search bar in the top menu.
  2. Choose from the found results which record you would like to view.

Note: You must enter a minimum of 3 charachters to begin the global search.

Page Searching

How to do a Page Search:

  1. Navigate to the Dashboard where you would like to search for Records.
  2. Click the Dropdown and choose a field to search by.
  3. Enter your search criteria and press Search or Enter.

Tip: If you don't see a field you would like to search by in the Page Search dropdown, use Smart Search.

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