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Search

Global Search
You can search all records within the CRM using the global search functionality. You can search for records via global search by using the search bar in the main navigation menu.

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Once you have entered your search term, you can press the return key or click the magnifying glass/search icon. This will return records that match the search criteria and categorise them by the modules available.

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Modules can be added to the global search functionality by the System Administrator.

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