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Global Search & Functionality

Global Search helps you find work orders, parts, customers, and vendors quickly from any screen.

Updated over 7 months ago

Overview

Global Search helps you find work orders, parts, customers, and vendors quickly from any screen.

Step-by-Step Instructions

1. Click the search bar in the header.

2. Type keywords such as customer name, VIN, or part number.

3. Review categorised results: Work Orders, Customers, Vendors, Parts.

4. Click on a result to navigate directly to the page.

Pro Tips / Key Notes

β€’ Use precise keywords (e.g. full VIN) for faster results.

β€’ Search results update in real-time as you type.

FAQs

Q: Does search include completed work orders?

A: Yes, unless filters are applied.

Q: Can I search across multiple shops?

A: Yes, if you have access to those shops.

Related Articles

- Main Menu

- Customer Management and Editing

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