3.1. Searching / Filtering
All tables can be searched/filtered so that you can limit the number of entries in your view list to only those that you're interested in. You can find searches/filters in the Accounting, Workorders, Buildings, Units, Contacts, Receipts, and Invoices sections of the software.
** Please note that searches are reset on page load because it is very easy to forget that you have set the search in a specific way so if you're looking for a specific item such as an Accounting Entry and it seems to have disappeared, check your search fields before you panic. And of course you can always reload the page to clear the searches.
The video below covers both how to completely customize the tables in addition to how to search on any column. As in it shows you how select which columns appear in the tables, in what order they appear, how to sort the columns, and of course how to search for data within the tables.
SECTION 1: Date Searches
Date searches can be used to search for a range of dates, with the most common search being showing all the entries for a specific month. As a result they have two fields, the first being the Start Date and the other being the End Date.
If you want to search for all entries due in May 2021 then you would enter in May 1, 2021 in the first field and May 31, 2021 in the second field as shownn in the screenshot above.
If you want to search for all entries after today then you would simply just enter in today's date in the Start Date field (the first field) and it would show all entries for today and later (as there is no End Date). Similarly if you want to search for all entries before today you would enter in today's date in the End Date search field.
SECTION 2: Text Searches
Text searches will match any part of the text in the search field. Meaning for example if you search for "Bob" will list all entries that have "Bob" anywhere in the column. This means that "Bob Smith" would match but so too would "Apple Bob", "John Bobbit" as they both contains "Bob". The search is also case insensitive meaning that if you were ever to make a typo and enter in "bob" it will also find "Bob".
SECTION 3: Number Searches
Number searches will match any part of the number in the search field. Meaning for example if you search for "234" will list all entries that have "234" anywhere in the column. This means that "234" would match but so too would "234.00", "1234.00", and "234.65" as they all contains "234".
SECTION 3: Special Searches
Some columns have what are called special/select searches where you are presented a combobox rather than a field to type in such as the Category Type in the Accounting Entries tables. These are generally only presented when the list of available options is limited to a few values and it's more convenience to just quickly select from a list.