Saved searches let you quickly filter clients, staff, and customers using criteria you set. You can save the search to reuse it later without entering the details again.
Create a client saved search
đ Note: Client saved searches can use details, features, feature requirements, extras and orders
To create a client saved search, follow these steps:
Click Client.
Click Advanced find client.
Type a name in the Reference field if you want to save the search.
Select the Inactive checkbox if you want to include inactive clients.
Click Detail.
Choose the Detail from the dropâdown.
Choose the Condition you want to use.
Enter the Comparison value, or leave as
%for any.Click Use term.
Repeat steps 5â9 to add more terms.
When the summary shows all terms, click Save.
Click Find to show results.
đ¤ Tip: You can build complex searches using multiple details and terms.
Create a customer saved search
đ Note: Customer saved searches work the same way as client searches but use customerâspecific details.
To create a customer saved search, follow these steps:
Click Customer.
Click Advanced find customer.
Enter a reference name if you want to save the search.
Click Detail.
Choose the Detail from the dropâdown.
Choose the Condition.
Enter the Comparison, or keep
%if not needed.Click Use term.
Repeat as needed to add more terms.
Click Save.
Click Find.
Create a staff saved search
đ Note: Staff saved searches can use details, features, extras and contracts.
To create a staff saved search, follow these steps:
Click Staff.
Click Advanced find staff.
Enter a reference name if you want to save it.
Select the inactive checkbox if you want to include inactive staff.
Click Detail.
Choose the Detail from the list.
Choose a Condition.
Enter a Comparison value or leave
%.Click Use term.
Add more terms if needed.
Click Save.
Click Find to view results.