Searching

 

You can search specific fields to find what you're looking for more quickly and easily, using the Search box located at the top-right of any page that supports it (see below).

 

 

 

  1. Enter the text you want to search for in the search box.

  2. Click the magnifying glass icon or press Enter on your keyboard.

  3. Rows relating to your search are returned.

 

Note: To remove the search highlight, delete all text and click the magnifying glass icon or press Enter.  
             You can achieve the same result by pressing the Escape key on your keyboard.

Pages that support search

The following lists the pages that include the search feature and detail what fields are searchable:

 

  1. Projects

  2. Project Team

  3. Project Contacts

  4. Users

  5. Contacts

  6. Clients

  7. Suppliers

  8. Client Projects

  9. Client Contacts

  10. Invoicing

 

  1. Projects (Projects > List View & Gantt View)

 

 

  1. Project Team (Projects > Summary)

 

 

  1. Project Contacts (Projects > Summary)

 

 

  1. Users (Admin > Users > User Profiles)

 

 

  1. Contacts (Contacts > Contacts)

 

 

  1. Clients (Contacts > Clients)

 

 

  1. Suppliers (Contacts > Suppliers)

 

 

  1. Client Projects (Contacts > Clients (a contact must be open))

 

 

  1. Client Contacts (Contacts > Clients (a contact must be open))

 

 

  1. Invoice History (Invoicing > Invoices )

 

 

 

 

 

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