Searching

A search comes in top bar, where you can search on basis of GSTIN, PAN, Mobile, Email, File No. and notes. Click on the result to go to client page.

By default, it will be searched in all fields. But if you want to filter the results then click on Everywhere and select the specific field in which you want to search.

You has to enter minimum three characters to start the search. If a client is inactive  then it will be specifically mentioned in search result. Also the search is bold in search result. Note that the search is not case sensitive.

You can use notes to enter any details. For example, you can enter DIN of client with client name like DIN ABC – 12345678 and then search DIN ABC and it will show the the din in results.

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