Global search results

When you conduct a global search on an entity value, results are displayed in a list on the Search window.

For example, if you conduct a search on “grand,” results are displayed for all entities where a match was made with the word “grand.” The Search window shows up to five records per entity heading. If more than five records match the search criteria for an entity, you can click Find More to show the additional records.

To display a record, click the appropriate link to view an entity, such as View Customer.

The left panel for the Search results window contains the Search In section. You can select an entity in the Search In section to show the search results for that entity only. You can then use the fields in the Refine section to narrow your search.

You can conduct a subsequent search from the search results window. Specify a new search value and, then click Search. Optionally, you can click Reset to clear the results of a search and return to the global search window.