How to use the Global Search Box
The Global search box is located at the top of your GleanView screen at all times, making it quick and easy to search no matter what you are working on.
This is the fastest and most effective way to load a data record for any of the displayed modules (If you know the ‘Name’)
Global Search is only effective if you know at least part of the name of the Account, Opportunity, Contact, Project, Quote, or Campaign you are looking for.
It is a text based search which is easy to use and provides fast results.
If you need to do more of a standard search or lookup on other combined conditions, navigate your way to the list view for one of the above modules and use the Suggestive Search box.