Searching Records
  • 06 Sep 2024
  • 1 Minute to read
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Searching Records

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Article summary

Nexudus lets you search records to find the information you need in a flash. You have 2 search options on the Admin Panel:

  • Global search
  • List search

The global search lets you look through your entire location's data to find the record you're looking for. Just click on the search icon in the quick actions menu and search for any of the following:

  • Customer (by name)
  • Invoice (by reference number)
  • Booking (by reference number)
  • Team (by name)
  • Nexudus feature (by name)

GlobalSearch

You can also search through any list of records on the Admin Panel. We automatically suggest the fields you can use as filters when you type your keyword or number.

ListSearch

For example, a customer comes to ask about an invoice but they have many, you can easily search by invoice number or amount to find their invoice in a flash.

Filters

You can also filter records in a flash by clicking on the Filters button. Youc an combine any number of filters, depending on how much you want to narrow down the listed records.

You can use filters to effectively show you all records that don't include a specific filter using the Show only recors with no ....


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