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Global search allows users to search for Clients, Groups, Centers, Loans, and Deposits by providing any of the following:

  • Name
    OR
  • ID
    OR
  • Mobile number
    OR
  • External ID

On this page:

Location of Global Search

On the Welcome Page (displayed after logging in), the search box is available in the top-right corner of the page (as shown in the screenshot below):

How to Use the Global Search

  1. Enter your search query in the search box. The search box allows you to look for existing Clients/Groups/Centers/Loans/Deposits - based on their ID or Name.

    For example: John Sungs (Client Name)

  2. Press the Enter button to search (the search can further be filtered with respect to Clients/Groups/Centers/Loans/Deposits).

  3. A list of existing Client(s) will be returned based on your search query

  4. Select the desired client, and click on the client's name to go to that client's page (as shown in the screenshot below): 

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