Miscellaneous

Global Search

Global search allows users to search for specific records or data across the entire system using keywords or phrases. It’s an essential feature that helps users quickly find the information they need to manage customer interactions.

The global search box allows users to find:

• Clients
• Projects
• Jobs
• Documents
• Invoices
• Equipment
• Purchases
• Recurring Payments
• Suppliers
• Knowledgebase