Global Search

Look at the right side of the dark navigation bar, after Favorites and Recently Viewed. You'll see the rounded white Search… field with a Search button beside it, and a Global menu next to that for controlling search scope.

1. Click into the Search field in the navigation bar.
2. Type what you know. Any identifying fragment works best when it's specific: an insured's name, an agent's name, an application ID (e.g., 254880), or a policy number.
3. Set the scope if needed. Open the Global menu to control what the search covers. Global scope reaches across record types; narrowing the scope keeps results to one area when a common name would otherwise return too much.
4. Press Enter or click Search to run it, then open the record you need from the results.

• IDs beat names. An application ID or policy number lands on exactly one record; a common surname returns many.
• Search the person, not the case status. Global search finds records; to filter cases by status, follow-up date, or LOB, use the dashboard filters instead.
• Recently Viewed is faster for round trips. If you were just in a record, the Recently Viewed menu beats retyping the search.
• Email content has its own search. Mailbox text search lives in the Ops Dashboard under Communications → Email, with its own internal/external scope filter — global search is for records, not message bodies.
• Some tools take direct identifiers. Certain lookup tools accept an SSN or Policy ID directly; use those inside the relevant module rather than the global bar for sensitive identifiers.