Use the Search Tool and Advanced Search

The search tool makes it easy to quickly locate documents, customers, and transactions within the system.
In the following FAQ, we explain the differences between simple and advanced search, showing when to use each one.
You will find practical examples and tips for combining filters, keywords, and operators to get accurate results.
Read on to learn how to save time and find exactly what you need, even in large databases.

1. Search Tool

For example, click on Sales > Sales. Then search on the yellow bar on the top-right of the page. 

To perform a search using specific filters, select the blue filter button at the top right of the screen.

Select the filters you want to prioritize:

• Type;
• Status;
• Quote status;
• Client;
• Created by;
• Tags;
• Category;
• Product;
• Description;
• Start;
• End;
• Validation;
• Term;
• Sending.

Then click on Filter.

Note that the list will display the selected filters.

2. Advanced Search

For example, click Sales > Sales. Then scroll to the bottom of the page and select the Advanced search button, which is a button with a magnifying glass.

In the Advanced search window, you will have the following filters available:

• Client;
• Type (Sales, Quotes, Invoices);
• Seller;
• From number;
• To number;
• Internal #;
• #
• Creation since;
• Creation until;
• Invoice since this date;
• Invoice until this date;
• Validation;
• Jobs;
• Serial number;
• Keywords (separated by commas).

Note that the list will display Advanced search.