Description
This article provides information about the Global Search function on the main menu bar.
It covers the following information:
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Search Types
The Global Search function dropdown enables you to filter your search. Placing a checkmark next to a search type in the dropdown limits the search to that area. You Depending upon your permissions, you may search within four possible areas:
Applications (default search setting)
Partners
Accounts
Customers
Search options users may try in the Global Search function include:
Last Name
Reference ID
Campaign
Home Phone
Email
Mobile Phone
State
Zip
LOS Loan Number
User
Co-Borrower Name
Co-Borrower Email
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Search Type Results
Each search type yields results specific to that search.
Applications
A search in the Applications area opens the Borrower Search Result popup window.
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Partners
A search in the Partners area opens the Partner Search Result popup window.
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Accounts
A search in the Accounts area opens the Account Search Result popup window.
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Customers
A search in the Customers area opens the Customer Search Result popup window.
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