How do I perform a search?

 

Each list in the NETWORK section has a search filter laid out as below. You can use the filter by dropdown to select your search criteria. In this case the job number has been selected.

 

 

Use the keyword field to type in the search term you are looking for (a secondary filter is available if required):

 

 

 

Then click the search icon:

 

 

 

The list will be reduced to show the item(s) that match the criteria you searched for (the search results will show every item that includes the term searched for):

 

 

 

Once you have found the record you require, double click on it to open. You may open multiple records at any one time, each will have its own tab across the top of the screen. To return to your search, just click on the List tab.

 

 

 

To clear the search filter, click on the icon with the red x:

 

 

 

This search function is essentially the same through the whole of the system.

 

The example below is the invoice list, you can use the filter by dropdown to select your search criteria. In this case the invoice number has been selected.

 

 

 

Use the keyword fields to enter your search range from and to. On this particular filter, you can also include invoice dates to search between if required.

 

 

 

Once these have been populated, click the search icon, this will filter for these records.

 

To clear the search filter, click on the icon with the red X