🔍 The Search Box is your quick access tool to find records inside any module without manually browsing the grid. It saves time by letting you locate a record from the same screen you’re already on.
1️⃣ Where to Find It
- Visible at the top of every List View.
- Available in all modules — CRM, Billing, HRM, Finance, Reporting, Users.
2️⃣ What It Does
- Performs a loose, case-insensitive match against the visible columns of the current module.
- Helps you find records like:
- Employees
- Clients
- Projects
- Invoices
- Leads, Prospects, Opportunities
- Results stay in the standard grid view, so you can sort, filter, and act on them as usual.
3️⃣ How It Works
- Enter any keyword (name, number, email, reference, etc.).
- The system performs a loose match, meaning:
- You don’t need exact spelling.
- Partial matches are also shown.
- Results are displayed in the same structured table, allowing sorting and filtering.
- Clear the search box to restore the full list.
4️⃣ Key Benefits
- Faster navigation → Jump directly to a record without paging through the grid.
- Error-tolerant → Even if you don’t type exact values, you’ll still get results.
- Combinable → Pair Search with the module’s Filters and Column controls for precise data slicing.
5️⃣ Best Practices
- Use broad keywords if unsure (e.g., just “Patel” instead of “Ramesh Patel”).
- Combine search with the Filter chips above the grid (status, owner, date range) to narrow further.
- Open the right module first from the sidebar — search runs within the module you’re in.
- Use the column show/hide menu to focus on the data you care about.
👉 The Search Box works like a shortcut to your data — making navigation quick, simple, and efficient across the entire suite.