Global Search Function
The Home pages provides a powerful search function that allows you to search the entire database. You may search for any terms. Fill in the search field and hit the [Find] button, as shown in figure: Global Search.
![[Tip]](../../images/userManual/tip.png) |
Tip |
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The % character can be used as a wild card for the search. For example, if you have two contacts spelled "Meyer" and "Mayer" you may search for both by entering "M%yer" as a search term. |
Quick-Menu
The Quick-Menu at Home allows you to jump quickly to an entry page. At the drop down menu select the new entry you want to make.
Figure 2. Quick Menu
Access Privileges
Your access privileges to the CRM system are set by the administrator when configuring the CRM system. The following privilege types are available:
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The permission to use certain CRM modules.
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The permission to view data in certain CRM modules.
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The permission to edit or to change data in certain CRM modules.
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The permission to delete data in certain CRM modules.
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The permission to export or import data from certain CRM modules.
The CRM system makes sure that you can only exercise certain operations if you have the proper privileges. Please contact your system administrator if you want to know more about the privileges set in your system or if you want to have them changed.
