Knowledge Base

Quick and Advanced Search

At the top of each module (e.g., Customers, Suppliers, Orders) you will find two search functions: Quick Search and Advanced Search. Both can be used to filter the information on screen. You can also save Advanced Searches as a Filter

Quick Search

Use the Search box on the left-hand side to perform a Quick Search. Type any value in the Quick Search box and the table data will be filtered to display only rows that have the search criteria contained within any of its fields (except for drop-down fields which need to be filtered using Advanced Search).


Click the Refresh button to clear any Quick or Advanced Search criteria.

Advanced Search

To perform an Advanced Search:

1.  Click the Advanced button to open the Advanced Search form.  


Different fields will be displayed in the Advanced Search form depending on which module you open Advanced Search in. 

2.  Enter the required data or select an option from the drop-down menu and click Search


To search for fields with no values (e.g., to find a list of clients with no phone numbers), select the Empty checkbox to the right-hand side of the relevant field. 


Want to save this filter for future use? Enter a label in Save as User Filter field before you press Search. See Saved User Filters below to find it again later.


Advanced Search retains the search criteria until it is cleared. This function allows you to navigate to another module, and then return to the module you performed the Advanced Search in with the search criteria still applied. To clear the search criteria, click the Refresh button.

Saved User Filters

If you’ve saved any searches as a Filter, you’ll see the Filters button next to the Quick Search box. Click to view your saved Filters and select from the drop-down list. 
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