Search for Records, Files, & Groups

    Learn how to use global search to find records, files, groups, and more

    The global search box, conveniently located at the very top of every page in Ascendix, is the easiest way to find what you need the moment you need it. 

    • Use the search box for keyword searches. 
    • You can search all types of records or select a single object type, such as Accounts, People, or Deals. 
    • You can quickly access the recently opened items directly from the search box. 

    Another way to search is to open a record and momentarily access all the related items through the Related List.