Synchroteam allows you to perform a general search of any location in the application.
This search will retrieve information from your jobs, customers, sites, equipment, projects, quotes and invoices.
To use it, click on the search icon
A search bar is displayed
- For a search on the exact word (e.g. an intervention number) just type the word without an asterisk.
- For a search « Containing the Word », add a an asterisk before your search (e.g. *searchterm)
Check the "Include Custom Fields" option to extend the search to the content of your custom fields.
Then hit Enter to launch the search.
Specificity of research
- To search for the phone number field in the Client or Site list:
- If the phone number is in a customizable field: