Global Search

Owned by Former user (Deleted)
Last updated: Dec 29, 2016 by Himadri Mitra (Unlicensed)
1 min read

Global search enables searching for Clients,Groups,Centres,Loans,Deposits by just providing the Name or ID or Mobile number or External ID. 

On this page:

Beginning at the main screen, on the right side of the page search box is available.  

  1. Enter your search query in search box i.e Searching of existing Clients/Groups/Centres/Loans/Deposits - based on ID or Name. 

    For example: John (Client name)

  2. Press Enter button to search, It can also be filtered search with respect to Clients/Groups/Centres/Loans/Deposits. 
  3. A list of Client(s) would be returned if they exist - based on your search query.
  4. Select desired client, Click on zoom button for additional information or click on client name to go to that client page. Like shown in below image.