Occasionally it may be desired to search across item types simultaneously. Global Search provides this functionality taking a word or phrase and searching multiple item types per the entered criteria.
Because a Global Search is a resource intensive process and places significant load on the server, it should be used only when it is not possible to perform the search on any of the other Infolinx search pages such as the Quick Search, Detailed Search, or Advanced Query.
To perform a Global Search:
Click the Admin link on the Infolinx Navigation menus.
Click the Global Search link on the Admin page.
On the Global Search page, select the item types you would like to search using the check boxes at the top.
Enter the desired word or phrase (with or without wildcards) in the criteria text box.
Click the Go button or press the enter key to execute your search.
Your results will be displayed in the grid on the Global Search page. You may then select the desired records and click on the available Action Buttons for those records.