Search for Projects, Companies or Contacts from one of the Dashboard Tiles.
Click in the search and start typing.
Click on the X to clear the search.
Filter by Project, Company or Contact Type
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The search function is available in various grids across the app, functioning consistently throughout. The example below demonstrates using the search within the Dashboard Tile Modules.
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Clear Search:
To clear the search, click the 'X' icon.
Filter by Type:
Click the three bars located on the left of the
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search box.
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Select
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After making a selection you can use the search text box to narrow your search if necessary.
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the desired project, company, or contact type to narrow down results.
Refine Search (Optional):
After selecting a filter, further narrow your search by using the search text box.
By following these steps, you can efficiently utilize the search functionality to locate Projects, Companies, or Contacts directly from the Dashboard Tiles.