How do I Search for Estimates?

Updated on January 23, 2018 08:41PM by Admin

Estimates App allows you to perform two types of searches.

  1. Simple Search
  2. Advanced Search

Here we have shown the examples of both the above mentioned searches. Have a look.

  1. Simple Search

Simple search allows you to search using a single search field located in the header bar.

image result for estimates
Simple search takes one search string as an input and searches across several fields including:

  • Estimate # - Estimate Number
  • Customer Name – Name of the customer.

Results will be displayed as shown in the image below:
image result for estimates

2. Advanced search

Advanced search allows you to search using multiple search fields. You have access to advanced search by clicking the down arrow in the simple search field in the header bar.
image result for estimates

Advanced Search in Estimates app allows you to search using the fields shown below:

  • Customer – Customer Name
  • Estimate # - Estimate Number
  • Date start – Estimate start date 
  • Date End – Estimate end date
  • Payment term – Estimate payment term
  • Estimate status – Estimate status
  • Total more than – Estimate amount more than
  • Total less than – Estimate amount less than
  • Include discount – Estimate included discounts et al.
    for instance: Customer name.

Results will be displayed as shown in the image below:
image results for estimates 

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