Global Search in Outlook

Inbox side panel allows you to search for any records such as contacts, accounts, interests, opportunities/deals, corporate access events, and more. This functionality is useful for quickly accessing client information during a client call, prior to a client meeting, or review a record in CRM without leaving Outlook.

1. Open Inbox add-in and click on magnifying glass to search, Inbox will provide 5 recent records for contacts, accounts, and call reports.

   1. If any of these recent records is what you are looking for, then click on the item to open it in Inbox.

   2. If not, then enter your search phrase, the autocomplete will return results as you type. Click on the result to open them in Inbox or new browser tab.

2. If the autocomplete does not have what you are looking for, click on Search All Records to execute a global search and Inbox will search top 5 results for contacts, accounts, call reports, interests, and any configured records such as opportunities, deals, corporate access events, trades.

3. Click on any of the tabs or the View More button in each section to show up top 100 results. You can then click on the results to open the record in Inbox or in new browser tab.

4. If none of these steps work, then reword your search phrase and repeat steps 1 to 3. Note that the record may be inactive or deleted.

Contact Tier1 or your administrator if you want the following changes in your organization

• See more than 5 records in the autocomplete, for example 10 or 15.

• Search other data points in CRM such as trades, opportunities, corporate access events.

• Change the default sort.