The article outlines the steps to use the Sync ERP search features.
For further information on 'Advanced' Searching click here
FOLLOW STEPS BELOW:
Sync Home Tabs & Search Windows
First open the required Tab or Search Window
1. Select required search parameters from the drop down options (i.e. division, color, status etc.)- you can only select 1 value here
2. Select Individual search parameter from the drop down for further refinement
3. Specify search value for individual parameter set and click 'Search'
4. To select multiple values from a column click the filter icon (click the cross icon or Edit to change filters)
5. Reorder results by a column header by clicking on the header
6. Click and drag column headers to reorder the results (you cannot drag past the Bold Grey column divider)
7. Click and drag a column header up to delete from the view (click reset grid to get deleted columns back)
8. Click arrow to view results on other pages
9. Click dropdown to reduce or increase number of search results per page (default is typically set to 50)
10. View number of search results on the current page
11. Click 'Search Bar' to show or hide the search bar
12. Click 'Find' to open text search bar
13. Click 'Totals' to view or hide totals (values will only show on applicable views)
14. Click to auto size columns
15. Click to show print preview of search results
16. Click 'Export' to export current page results to chosen file format (where the are multiple pages you need to export each individually)
17. Click 'Reset Grid' to revert to standard Tab/Window layout without any filters
Sync will remember your previous search settings on Sync Home tabs
Navigation Pane Searching
1. Type in keywords (words must match exactly to part of the menu listing- ie will not account for 'similar' words or spelling error)
2. Click a header to expand that menu and see available options matching your keyword
3. Click the required menu item to open
4. Click the X icon to exit search
NB. For a quick tutorial watch below
