Global Search

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Global Search

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The Global Search Bar is a google-like search function that you can use to quickly locate contacts or organisations. It is intuitive but there are a few tricks to getting the most out of it.

 

The Global Search Bar is at the top of your Sugar Screen:

 

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The Global Search Bar searches the names of contacts and the names of organisations for matches.

 

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The Global Search Bar is not case sensitive.

 

If the search does not return a perfect match, it will suggest options that are close.

 

The Global Search Bar also returns the names of any contacts related to organisations which have been returned by the search results.

 

The Global Search Bar quick results are limited to 5 records. Click View All Results to see all possible matches.