Location:
Global Search is available on every Adaptive page!
In the navigation bar at the top of the screen, you'll find the search bar on the right side
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]!