How to search/filter assets

 

To find information in the overview list, use either the Search field on top of the list or expand the Filter next to the list.

Tip!
You can save a search as Favorite - also in combination with filters. This allows you to easily recall the search at any time. See Favorites.

Use the search to find content entered in fields.

Use the search field to find any text on the cards.

Example: 
You want to find your contract AF-123. Write "AF-123" into the search field - and the contract is displayed.

Click the dot menu to search and/or combine specific fields.

Example:
You want to find all supplier contracts that will expire this year: First, search for the supplier contracts (field Type). Then add a new criteria and search for Expected Expiry Date before 31.12. this year.

Tip!
To reopen and change search criteria, simply click the dot menu again.

Filters - a collapsable list to the left of each overview list - give even more precise hits.

Here some highlights:

Here, you can find your saved favorites.

To save a favorite, create first your desired search/filter combination. Then select Add to favorites on top of the overview list (this only works with an active search). You can now give your favorite a name and it will be added to the list of favorites.

To change or delete a favorite later, use the pen icon.

Tip!
It's even possible to combine several favorites in one search by clicking them one after the other.

Displays some fields for standard filters. Simply enter a value - the result will be updated automatically.

Select the pen icon to add or remove fields. 

  • To add a new field, click More fields and pick the one you want to add.

  • To remove a field, click the red cross next to the field.

  • Use Drag&Drop to change the order.

To save your changes, click the pen icon again.

Here you can search file attachments. You can search for the file name and/or file content (e.g. an invoice amount or invoice number).

These are pre-defined filters we created based on our customers' feedback.

Example!
You can find all entries with attachments, with/without payment schedules, created by you and much more. It is especially useful for searches that are not based on specific field entries.

Tip!
Write a key word into the search field to narrow the search. And click the star next to pre-defined filters so that it is added to the favorite list for easy access.