Search

Purpose

Global search helps find records quickly across the workspace.

Searchable Records

Search can find:

• Clients.
• Applications.
• Documents.
• Contacts and leads.

Client Search

Client search supports:

• First name.
• Middle name.
• Last name.
• Full name.
• Email.
• Phone.
• Visa type.
• Custom-field aliases such as other names.

Good Practice

If a search does not find the expected record, try a surname, email address, phone number, application number, visa type, or document name.