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 ...
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 ...
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 ...
Resolution is : 1. Go to Reports → Universal Report. 2. Select Catalog and Address/Contact. 3. Click Show Settings, Grouping by "Owner" 4. Click Run Report. This will show all address/contacts from all customer cards grouped ...
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 ...