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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 will help you to search by customer name, Proposal #, and Invoice #.

Written by Laura Cuadros

Updated over a week 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 #

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 #

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