Using the Search options

Your device's innate value selection features, such as the spinning wheel on Apple devices, are used with most fields in the app. An advanced search option is also supported to provide additional filtering. Using this search option, you can begin typing a search term and the results will be automatically reduced based on key fields associated with the data that you are selecting. For example, if you have a customer named Precision Engineering, when you begin typing Pre in the search bar, the appropriate records for the Precision Engineering customer are displayed in the results.

Note: 
  • When initially opening the Search
  • Some fields do not support the advanced search option. When the option is available, a Search option is displayed above the keyboard. form, the top 25 rows are displayed. When you begin typing, the search results are updated based on the filter criteria.
  • On Android devices, advanced search is accessed using a long press on a field.