About Global Search
Global Search is a powerful but streamlined search tool that you can open from the welcome bar at the top of the screen. It allows you to quickly search your entire Sage 300 database for any of the following:
- Transactions
Note: When searching for transactions, you can specify the type of transactions you want to find.
- Items
- Customers
- Vendors
- G/L Accounts
- G/L Journal Entries
Before using Global Search for the first time, the Sage 300 ADMIN user must set up Global Search by clicking the Refresh button on the Global Search screen. (Only the ADMIN user can do this.)
If you have multiple Sage 300 companies, you must set up Global Search in each of your companies.
Refreshing Search Data
The Sage 300 ADMIN user can manually refresh search data to ensure that Global Search finds results from the most current and complete data. You refresh search data by clicking the Refresh button on the Global Search screen. (Only the ADMIN user can do this.)
You can refresh search data only for the company that you currently have open. If you have multiple companies, refreshing search data for one of them does not affect search data for the others.
Refresh search data in the following situations:
- Before using Global Search for the first time.
- After using Database Load to change data in a database.
- After deleting records from a database (for example, with Clear History).
- After changing database settings, such as user name, password, server, ODBC DSN, database name, or changing whether the database uses security.
Tip: After changing or adding data, it may be several minutes before your changes are reflected in Global Search results. You may be able to make changes appear sooner in Global Search results by refreshing search data.