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Using the Global Search Option

Using the Global Search Option

The global search option can be found at the top of the screen, it'll help you search by Customer name, Proposal number and Invoice number.

Written by Laura Cuadros

Updated over a month ago

1. Click on the Magnifying Glass at the Top of Your Screen

Click on Magnifying glass at the top of your screen

2. Example 1: Contact Name

Type your contact name and click on enter

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

That's how is going to look like

4. Example 2: Search by Proposal Number

Example 2: Search by Proposal #

5. The Proposal or Job Associated Will Display.

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

That's how is going to look like

6. Example 3: Search by Invoice Number

Example 3: Search by Invoice #

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

That's how is going to look like

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.