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Status Already exists
Product IRIS KashFlow
Categories Uncategorised
Created by Dan
Created on Jan 20, 2017

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Search tool / quote title in list view

We would love to be able to search Quote, Invoices and Receipts for key words (for example "DVD", "POS", "signage"). We have multiple jobs for the same client and we have to use a whiteboard on the wall in the studio to cross reference a Quote # with the name of a job (or search pdf copies on a computer). The title of each quote / invoice (first entered Comment line) should also be able to be listed in the main list view too to aid navigation. It can be REALLY time consuming finding a relevant quote / invoice…

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    • Natasha Chryssafi
      Reply
      |       Feb 3, 2017

      Hello

      Thanks for getting touch.

      This functionality already exists, you can use the Search box at the top of the menu, on the left  hand side.  The search feature will look through everything in KashFlow, even the comments on invoices.

      Thanks

      Natasha