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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…

  • Dan
  • Jan 20 2017
  • Already exists
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    Natasha Chryssafi commented
    February 3, 2017 10:43

    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

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