How to Search Data in Table Columns?

You can search for specific data in the table columns of a section by following the steps below.

In the following example, we are showing how to search data in the Customers section.  You can follow similar steps to search for data in the columns of Quotes, Jobs, Invoices, and a few subsections of Settings.

1.  Navigate to Customers and click the  icon on the required column.

A search dialog is displayed. 

2.  Select the search operation from the dropdown list.  

3.  Enter the items you wish to search for in the field depending on the search operation selected. 

4.  Click Apply. 

The data items are filtered and displayed based on the search criteria.

5. To remove the search filter click the magnifying glass icon again (which will now be highlighted in green) and click Cancel.