DripJobs Help Center

Using the Global Search Option

This article will help you search by the Customer name, Proposal number, and Invoice number globally.

Written by Alex Calderon

Updated over a week ago

1. Locate the Bar on the Top

Locate the Bar on the Top

2. Example 1: Contact Name

Type your contact name and click on "Search."

Example 1: Contact Name

3. Information Associated With That Contact Will Be Displayed

You can see the Deal/Job Name and Status, Customer Name, Address, and Salesperson.

Information Associated With That Contact Will Be Displayed.

4. Example 2: Search by Proposal Number

Example 2: Search by Proposal Number

5. The Proposal or Job Associated Will Display

You can see the Deal/Job Name and Status, Customer Name, Address, and Salesperson.

The Proposal or Job Associated Will Display

6. Example 3: Search by Invoice Number

Example 3: Search by Invoice Number

7. The Proposal or Job Associated With That Invoice Will Display

You can see the Deal/Job Name and Status, Customer Name, Address, and Salesperson.

The Proposal or Job Associated With That Invoice Will Display

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.