Global Search is the easiest way to find records in Winmore. You can access the global search function by clicking on the magnifying glass icon, found on the left navigation bar. You can also use the keyboard shortcut, CTRL+SPACE on Windows or CMD+SPACE on Mac.
Start typing your search term. The system will return records*, users and activities that contain and exact match to the text in the search bar. If there are more than 10 records under a single record type, you will see an option to "Find more like this..." that will direct you to the Browse menu filtered to these results.
Please keep in mind that depending on security settings, you may not have access to open and view some displayed results. Click on the record's name to open the record.
You can close the search window using the “Close” button or with the ESC keyboard shortcut.
*Note that Global Search results will not show archived records.
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