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.
Need help applying this to your business?
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.
Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.
Related Articles
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 ...Current Issues with Searching
We are aware of issues when searching. You may experience one or more of the following behaviors in the application: Searching in a document list returns no results for searched document that exists in the list. Characters typed in search box ...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 ViewGetting 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 ...Searching using Favorites
Using Favorites Favorites are a way to mark anything in the software so that it is easy to return to later. This might be a list of things that are waiting information, important to-dos or just favorite modules. Since anything can be marked as a ...