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 ...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™
Formatting Companies list items You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red. To format items on the right side: Click More Actions menu on ...How to create a Customer List using the Universal Report
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 ...