Use quick access search
Open a client, active job, open quote or supplier without leaving the screen you are working in.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Select the quick search field in the top bar.
- Enter part of the client, job, quote or supplier name or number.
- Check the section heading and status shown with each result.
- Open the intended record directly.
Good practice
Use the job or quote number when two records have similar descriptions.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.