How to set up Global Search?

To set up a Global search follow the steps given below:

1. Go to CRM Settings > Extensions > Global search.
2. Select the "Module" from the drop-down from the list which contains all the available modules, for example, the Contacts Module.
   
   
   
   
3. Once when you select a module, the following window will appear.

•  "Include module in Global Search" by clicking on the checkbox.
• Select the fields to search - if no fields are selected - it will use the fields from "All filter" from the drop-down.

      4. Click on the Save button.

Arrange Modules

      5. You can Arrange the modules just by drag and drop a module to reorder the list to appear in the search.

Global Search window appears as following: