TIEIT now offers a Global Search functionality. Now you can quickly search for data from anywhere within the application. Search for Contacts, Companies, Deals, and Invoices. Search by name, email address, phone number, and even text-based custom field data.
There are two quick ways to access the Global Search:
- Click on the magnifying glass in the header
- Or use the keyboard shortcut /. On most keyboards, it is this key
- Users using TIEIT in French will have to use the keyboard shortcut CTRL + Spacebar
Filter results by selecting which module you want to search the data from by clicking on the options available under the search bar
In the following example, you can see how searching for a contact name brings up matching contacts, related deals, and transactions. And it is very easy to filter contact results by clicking on the Contacts filter.
Opening a Result
Once you see the record you want to open, click directly on it or hover over it and click on the Open in New Tab icon (annotated in the screenshot below) to open the record in a new tab.