The search tool in e-manage|ONE is an efficient way to find what you need in one centralized location. Whether you're searching for a project, company, contacts, service agreements, or service tickets, this guide will show you the many ways to use the search tool functionality.
Click here to see the Function Shortcut Keys for ways to search even quicker!
To begin, click on Search (magnifying glass icon) in the left toolbar of the e-manage|ONE window. A pop-out panel will display, allowing you to choose the category you wish to search. Use specific and detailed information to help limit the results that populate.
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You can search for projects using various criteria such as project number, job number, project name, quote number, and your Customer’s PO number. Salespeople can only view their own projects.
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You can search for Service Agreements / Contracts by contract number, Serviceable Items by serial number, and Service Tickets by Ticket #.
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You can control the amount of time the program will wait to begin searching. A slow typist may want the program to hesitate a few seconds giving you time to type. A fast typist may want a shorter wait period. You may change from 3 to 1 seconds in your User Preference Tab. Change the Search Delay Timer to 1, 2 or 3 (DO NOT SET THE SEARCH DELAY TIMER TO 0). |
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See here for a list of our function key shortcuts for even quicker ways to Search for items! |