Search Records
Filters
You can use simple and advanced filters in the list view pages of Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, Contacts, Companies, and Crew.
After performing an advanced search, click on Clear to switch to the simple search.
Views
Click here to know more about views.
Column Options
You have the following options for columns in the List view of modules. To see these options, click on 
.
- Manage Columns: Use the column selector to choose the columns you want displayed in the list pages.
- Reset Column Size: Use this to reset the column sizes to the default width.
- Wrap Text: Use this if you want to see the entire contents of each column.
Advanced Lookup Search
In the lookup fields for service and part line items, you can perform a search for the lookup value using multiple fields.
To perform the search:
- Click on the lookup field for service and part line item.
- Click on the filter icon.
- Enter the search values and click Apply Filter.
The matching results will be displayed in the list below.
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