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Using the Global Search feature
Using the Global Search feature

Access Global Search from any page, to search anything in your account.

Sean Starks avatar
Written by Sean Starks
Updated over a week ago

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:

  1. Bills

  2. Receipts

  3. Purchase Orders

  4. Jobs

  5. Vendors

  6. Draws

  7. Line Items

  8. Dollar Amounts $

  9. Reference Numbers #

  10. Invoice Numbers #

  11. Comments from your Team Members (@name-of-teammate)

  12. 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]!

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