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 ...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 ...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, ...How can I filter a list of invoices to only show those between certain dates?
Invoices and other lists can be filtered by any field in the document. To illustrate: We'll use the example of a date range of January 1, 2024- May 31, 2024. 1) Start by clicking the More Actions → Settings button and choose Configure List. 2) In the ...How to Format List Items in the Companies List View in CustomBooks™
In CustomBooks™, you can customize the appearance of items in the Companies List View to make your data easier to read and manage. For instance, you can bold all companies that are vendors or highlight balances in red. Steps to Format List Items in ...