Enhanced list searching

You now have more options for searching list records. You can use filters to search your jobs and categories lists. You can then choose whether to identify results that start with or contain the search term you enter. These are the new filters you can use:

 

List	Search by filter
Jobs	• Job Number • Job Name	• Linked Customer
Categories	• Category ID	• Category name
Recurring Transactions	• Transaction Name • Amount	• Next Due

To search in these lists, select a Search by filter, choose how you want to identify the record (Contains or Starts With), enter a search term in the search field and then press Tab. The list displays only records that match your search criteria.

In addition to the jobs and categories lists, the Contains and Starts With options have been added to the cards, activities, items, locations, and recurring transactions lists.

To reset the list, click the reset icon () in the search field.

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