Universal Search Bar

Modified on Tue, 3 Sep at 12:27 PM

The universal search bar allows you to quickly search for:

  • Clients
  • Suppliers
  • Leads
  • Quotes
  • Projects
  • Credit Notes
  • Purchase Orders
  • Invoices

You can search for either names or the transaction reference. To search, enter your query and click the search icon. Clicking the results will open the corresponding details page.

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