Clever How To Vidoes

How to Setup Clever Global Search

To setup Clever Search firstly navigate to the Clever Search Setup page, it is in here that you would create where Clever Search should be looking (tables & pages) when you type in your search criteria.

Using Clever Global Search

Once setup, Clever Search can be run from several pages within Microsoft Dynamics 365 Business Central, it can be run through the Clever Search page or from the Items, Customers or Vendors List pages.

Obfuscating Data

Clever Global Search can be used to mask data as part of GDPR. This means that the data is still held but is masked from view.