The search is a free text search, which is why it can sometimes be good to be able to narrow your search. Here are some tips.
Use signs to get better hits in searches
Asterisk *
To limit the number of orders in the search, you can put an asterisk * before the number. It gives you hits on orders that begin with the specified numbers. Ex: *1234 gives you 1234 but also 12340, 12342 etc. in numerical order, which makes it easier to find the right order.
Works in To Do, Planner, Orders.
Semicolon ;
If you want to produce a list of several orders, enter the order number with ; (semicolon) without spaces, example: 78;110;245.
Works in To Do, Orders.
Dollar sign $
If you want to display a specific customer, write the customer’s name followed by a dollar sign (eg Cleaning service$)
Works in To do.
Limit by category
Limit your search by selecting the list view and selecting a table (category) and then search. For example, if you only want to search for all articles in an article group, click on the article group heading and then enter the article group you are looking for in the search field.
Choose filters
Click this symbol to set filters. There are different filtering options for the different order functions.
If you want to use the same filter more than once you can choose to Save the settings (at the bottom right of the box) or Save as a favorite. Read more about Save as favorite.
If you have used a filter for your search among orders, you browse through that selection by clicking on this symbol on the upper right of the order.
By clicking on this symbol, you can bring up lists of work orders and can handle several orders at the same time, for example Print the list, Send orders to accounting software, sign…
Search in tables
Click on the blue arrow next to the category you want to search in and a special search box will open just for that table. To close the search box, click the blue arrow again.
Hide means that the category is no longer displayed in the list view. You can always click the + sign on the right to choose to show the category again.
