Do you often perform the same searches on your lists of quotes, invoices, purchases and purchase orders?
Would you like to save the criteria you use to query your contacts or business?
With the "Frequent searches" app, create, name and save your search filters!
Select the query name, and the result is instantly displayed.
Activating the app adds a module to the application's search zones, allowing you to create filters for your frequent searches.
To create a search filter, in the search box :
- Check the "Save a new search" box
- Name your search to make it easier to identify and select.
- Indicate your search criteria by selecting the name of the manager, a project or a period, for example
- Click on "search" to display the results and save your search filter.
To call up a search for which you have programmed the criteria, select the name of your query from the "Frequent searches" drop-down menu. The application automatically searches and displays the result.
By clicking on the "Frequent searches" link, you can manage and update the names of your search filters.
Each application user defines their own search filters and accesses only those filters they have created.
