By default, performing a global search using the customer name will display related records such as Opportunities and Contacts, but it will not directly return transaction records.
To retrieve transaction records associated with a customer, we recommend using the Quick Search portlet. This method allows for more targeted searches and will include the transaction data you’re looking for.
Steps to Add the Quick Search Portlet:
Go to your Home Dashboard.
Click on “Personalize” (usually at the top right of the dashboard).
In the pop-up window, under the Standard Content section, click “Quick Search” to add it to your dashboard.
Close the personalization pop-up.
How to Configure Quick Search:
In the Quick Search portlet, click the three dots on the top-right corner and select “Setup”.
Under Search Type, choose “Transaction” from the dropdown list
Click Save.
After configuring the Quick Search setup, you can enter customer name to retrieve related transaction records directly from the Quick Search portlet in the Home Dashboard.
How to search using Quick Search Portlet
Go to your Home Dashboard.
Now, in the portlet’s search box, enter the Customer Name.
Press Search to search.
The portlet will now return all transactions related to that customer