Search in List
Search in Lists
At the top of every list view, there is a search box. As you type, the choices in the list are narrowed to match the characters in the search box.
The Search box in Item List View
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Searching
Searching Data is no good if you can’t find it. CustomBooks™ has implemented several tools to use when you need to get at it. Click on the menus below to learn how to locate data in CustomBooks™ in many ways. Universal Search History Panel Favorites ...Customizing Columns in the Companies (Customer/Vendor) List View
In CustomBooks™, you can customize the columns in the Companies List View to display the information most relevant to you. By default, the Companies List View shows columns such as Code, Company Name, Type (Customer, Vendor, or C/V), Consignee, ...Getting Started - General Navigation
CustomBooks™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features: 1. Main Menu/Navigation Menu The Main Menu/Navigation, located on the left side of the screen, displays all ...Item Last Costs
Item Last Cost The Last Cost is the most recent purchase price of an item. It is derived from the cost on the Bill received for a Purchase Order. Inventory adjustments, item receipts, and assembly builds also update an item's Last Cost. The Item Last ...Searching using Universal Search
Locating Data in CustomBooks™ using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...