Search

How can I search for a Contact based on First Name and Company Name

1. Goto Contacts module and click on the Search option from the grid icons. 2. In the Search Box, select where condition as the First Name. Select 'Starts With' in the drop-down and Type an Alphabet in the text box -> As an Example First Name - Starts with- J 3. Add another where condition [...]

How can I search for a Contact based on First Name and Company Name2021-08-04T23:49:48-08:30

What is the difference between Search / Local Search / Global Search

1. Search: This option is used to search for the data in a respective module. The Search icon is available in the grid icon of the system view. This is a module-level search. 2. Local Search: This option is used to refine the data from the records available in the system view. 3. Global Search: [...]

What is the difference between Search / Local Search / Global Search2021-08-03T23:55:40-08:30

What is Global Search

The Search Option available to the right-side top corner is called Global Search. You can search for records across the entire system using this option.

What is Global Search2021-08-03T23:34:23-08:30

How can I find all the associated records for a Customer across all the modules

1. Search for the Customer name in the global search. 2. Select 'Search All' in the filter Search In 3. Click on Search. A pop-up is displayed asking to confirm. Select 'Yes' 4. The records relevant to that specific Customer across all modules are displayed.

How can I find all the associated records for a Customer across all the modules2021-08-04T23:40:08-08:30