Perform a search

On the top right corner on each module you will find a search box. Here you can type client name, email, quote number, contract number or client number. The search will prompt you with suggestions containing your search query. 


Consider these search combinations:

·         Customer name: Customer profile

·         Customer name + #: Customer + Quote

·         Customer name + C #: Customer with a Contract assigned


Click on the suggested result to go to result. To reset the search, leave the search blank and click enter.


NOTE: Some modules search options include:  Business name, Vendor Name, Quote or Contract ID even when those are not automatically suggested on the search results.