Advanced list searching

You now have more options for searching list records. You can use filters to search your jobs, categories,cards, activities, items, locations, and recurring transactions lists. Then you can choose whether to identify the results that ‘starts with’ or ‘contains’ the search term entered.

These are the new filters you can use:

.

List	Search by filter
Jobs	• Job Number • Job Name	• Linked Customer
Categories	• Category ID	• Category Name
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, select either ‘Starts With’ or ‘Contains’ and then press Enter. The list displays only records that match your search criteria.

 

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