The Global Search field can be found on the upper right-hand corner, below the Log Out/Settings section, on any IRIS CRM page.
It functions the same way as just about every other Search application that you've ever used. However, this one is tailored specifically for your CRM.
As soon as you enter the first three letters of a search term, Global Search will begin displaying results from your saved data. Results will sort into three sections Accounts, Leads, and Tickets. The most viewed items will appear at the top of their respective list, and will then sort alphabetically.
Click the View More link at the bottom of a section to display even more results for that particular search term.
The View All link will open a page containing tables that display all entries for that particular category. For Accounts the user will be taken to the Viewing Merchants page displaying a table containing more granular data regarding that particular search term. The View All button for Leads will take you to a similar page pertaining to lead data.
Clicking the triangular button at far right end of the field will open a small dialog containing four radio buttons. As you can see, All is selected by default.
The Accounts radio button option contains a dropdown menu which provides several other customizable options.
The Leads radio button contains four dropdown menus - User, Group, Campaign, and a Search By menu that can be customized.
The Tickets radio button allows you to filter searches by Type and Status.