This article applies to: All Firm Users
Global Search, available in version 8.0, allows you to find exactly what you need faster by centrally searching for Users, Clients, or Engagements and accessing related information.
The search bar in the top center of the screen allows users to search in three categories: Users, Clients, and Engagements.
For a more targeted search, select or deselect categories to filter results. For example, if you only want results for Users, deselect Clients and Engagements from the search options.
By default, the system displays the top 5 results for each category. Click “See More” to show the full list for that category.
Search Criteria
- Users: This search uses the name, email, and company fields. Results include users with pending invitation, pending registration, or confirmed statuses; they exclude inactive users.
- Clients: Search results include active client companies. Inactive clients are excluded.
- Engagements: Searches through titles, client companies, and owners. Results include engagements that are in Draft, In-Progress, or Reopened. Completed engagements are excluded.