Use Real Estate app search
Search supported module records through CRM global search.
Before you start
Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data.
Follow these steps
- Open the named dashboard, report or activity view.
- Search supported module records through CRM global search.
- The module registers app search integration; results remain permission scoped.
- Open a surprising result in its source workspace before changing data or exporting it.
Fields, rules and limits
- The module registers app search integration; results remain permission scoped.
Check it worked
The displayed figures can be reconciled to the selected scope and underlying records.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The module registers app search integration; results remain permission scoped.
Why is the record or action unavailable?
Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data. Check the current company and record relationship before requesting additional access.