The global search feature lets you quickly find information in the Name, Number or client Name field of a wide range of items including jobs, invoices, quotes and clients.
Using global search
- On any screen, use the search icon
to open the global search box.
You can also use the forward slash (PC: Ctrl+/) (Mac: Command + /) shortcut key to open the global search box.
- In the global search box, type the text you're looking for. tries to match this text with text in the job, invoice, quote, client or other item's Name or Number field.
- Optimising your search
- When searching for a name, you need to enter at least the first three characters in any word of the name.
- When searching for a phone number, you need to enter at least the first three digits in any group of digits.
- When searching for an invoice, quote, purchase order or job number, you need to enter at least three characters of the number.
- Apart from quotes and jobs, archived information is not searched.
- Search results are restricted by your user privileges, so you may not see all the results you expect. See Details of data fields searched and effect of security privileges below.
- Any leads, quotes, jobs or invoices that match the search criteria will not be included in the results, if the client they are for has already been included.
- Details of data fields searched and effect of security privileges
The following table lists the items and data fields that are searched by the global search.
Item Security privilege reqd. Data field searched Notes on search results Clients Client (View Only Access or better) Name
Phone
The deleted or archived clients will not be included in the results. Client Groups Client (View Only Access or better) Name Client Groups are searched only when the Premium module is enabled. Client Contacts Client (View Only Access or better) Name The following contacts will not be included in the results: - deleted contacts
- contacts associated with a deleted or archived client.
Invoices Invoices (Create/Edit Access or better) Number
Client name
Only issued invoices will be included in the results. Draft and archived invoices will not be included. Invoices will be searched for a partial match on invoice number: I000036, 036.
Jobs See Notes on search results column Number
Name
If the user has the Job Manager (Full Access) privilege, the search will be across all jobs, otherwise the search will only be on the jobs the user is assigned to. All jobs (including archived jobs) will be searched for a partial match on job number: J001234, 1234.
The Name field is not searched in archived jobs.
Leads Lead Management (Create/Edit Access or better) Name
Client name
Leads will only be included when the Lead Management module is enabled. Purchase Orders Purchase Orders (Full Access) Number
Client
Only active and draft purchase orders will be included in the search result. Archived purchase orders will not be included. Quotes Quotes (Full Access) Number
Client
All quotes (including archived quotes) will be searched for a partial match on quote number: Q000036, 036. Suppliers Supplier (View Only Access or better) Name Deleted or archived suppliers will not be included in the results.
- Optimising your search
The results drop-down
The results of your global search are displayed in a drop-down list. If necessary, the results are grouped into categories (clients, jobs, quotes & estimates, leads, invoices, client contacts, and client groups (Premium only)), with up to five results in each category. The category header also shows how many results in total there are for that category.
- To open an item:
Just click it, or
Press up- or down-arrow to move the grey shading, then press Enter to open a shaded item. - To close the results drop-down, press Esc.
The View all results link
If there are a large number of results, the View all results link is displayed at the bottom of the results drop-down. Click the link to display all current results in a full-screen table format.
Results are grouped into categories, each with appropriate column headers for: Clients, Jobs, Quotes & Estimates, Leads, Invoices, Client Contacts, and Client Groups (Premium only). Each category is displayed only when it contains any results. In each case, the category header shows the total number of results found in that category:
To open an item, just click its name or number in the first column. The full-screen table closes when the item opens.
The See More link
If there are more than 10 results in any category, a See More link is displayed. Click the link to display the next 10 results.
Remembering previous searches
If you're using a recent version of Firefox, Chrome, Internet Explorer or any browser that supports local storage, will remember the last 10 search criteria you have used.