Enhanced list searching

You now have more options for searching list records. You can now use filters to search your cards, activities, items, locations, and recurring transactions lists. These are the new filters you can use:

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List	Search by filter
Cards	• First Name • Last Name/Co. Name • Card ID • Phone Number • Email	• Address • City • State • Zip • Country
Activities	• Activity ID • Activity Name	• Description
Items	• Item Number • Item Name • Description	• Primary Vendor • Vendor Item Number
Locations	• Location ID	• Location Name
Recurring Transactions	• Transaction Name • Amount	• Next Due

To search in these lists, select a Search by filter, enter a search term in the search field and then press Tab. The list displays only records that match your search criteria.

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

note : Show Me How movie

If you want, you can view a movie demonstrating this feature. Go to the Help menu and choose What’s New in this Release, then New Feature Movies.

Back to New Features list