Location:
Global Search is available on every Adaptive page!
In the left-hand menu, click on the magnifying glass icon with the word "Search" next to it.
Note: If the left-hand menu is collapsed, then you will only see the magnifying glass icon without any wording next to it (unless you expand the menu).
Global Search is also available as a Keyboard Shortcut:
CTRL + K
Uses:
Global Search is able to search through all of your Adaptive records simultaneously.
Great for quickly finding one specific record / transaction.
This is especially useful if you're not exactly sure which section of Adaptive might have info you're looking for.
This can also save time over having to navigate to a specific section of Adaptive (e.g., Bills) to search for that specific transaction-type.
Some of the things you can Search For & Search By in Global Search:
Bills
Receipts
Purchase Orders
Jobs
Vendors
Draws
Line Items
Dollar Amounts $
Reference Numbers #
Invoice Numbers #
Comments from your Team Members (@name-of-teammate)
And more!
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at [email protected]!