The search function allows you to quickly locate information within a large dataset. The search function is available and operate in a similar way across Projects, Tasks, Timesheets, Estimates, Invoices, Purchase Orders, Bills and Expenses, with the main difference being the the search terms in each module.
There are a few ways to find the data these are:
Using a keyword or general search
Click into the search field and enter your keyword, or a general search terms to locate item in a natural, unformatted way, and hit enter when complete to show your search results. The search will look at all columns of data within the module you are searching within and the more accurate you are with the keywords, the easier it is to locate the item.
Advanced search using search terms
Click on the search icon in the search field, a drop-down will appear showing search terms to filter results. The search terms change based on the module you are searching within.
You can further enhance results by creating a complex list of search terms, this is undertaken by adding a semi-colon (;) at the end of each search term and supporting keyword. The semi-colon indicates you're ready to include another search category and will open the pop-up box again.
