🔍The Global Search Box is your quick access tool to find records across modules without manually browsing. It saves time by letting you search from anywhere in the system.
1️⃣ Where to Find It
- Always visible in the top bar of Daai Business Suite.
- Accessible on all screens and modules.
2️⃣ What It Does
- Works as a universal search engine inside the Suite.
- Searches across modules such as:
- Employees
- Clients
- Projects
- Invoices
- Leads, Prospects, Opportunities
- Shows results in grid view / table view, just like the module listing.
3️⃣ How It Works
- Enter any keyword (name, number, email, reference, etc.).
- The system performs a loose match search, meaning:
- You don’t need exact spelling.
- Partial matches are also shown.
- Results are displayed in a structured table, allowing sorting and filtering.
4️⃣ Key Benefits
- One place for everything → No need to open each module separately.
- Faster navigation → Jump directly to a record.
- Error-tolerant → Even if you don’t type exact values, you’ll still get results.
5️⃣ Best Practices
- Use broad keywords if unsure (e.g., just “Patel” instead of “Ramesh Patel”).
- Use filters inside result table to refine data quickly.
- Always double-check the module name of the record you open to avoid confusion.
👉 The Global Search Box works like a shortcut to your data – making navigation quick, simple, and efficient across the entire suite