Multi-Field Search

Multi-Field is the most comprehensive search tool in Shopflow. Filter by customer, task, instrument, or nearly anything else.

Multi-Field Search

Step 1: In the menu tap Search > Multi-Field

This will open the "Multi-Field" search tool.

Step 2: Enter your search criteria

Quick note: Search criteria can be combined in any fashion you choose to find work orders that match said criteria.

Search Criteria:

  • Customer Name
  • Category, Job, and Task (The "Category, Job, and Task" criteria is indexed in the same fashion that you Add Tasks. You can index all the way to the task level, or search all work orders that contain a particular Category of work.)
  • Brand and Model (Like "Tasks" the Brand will populate the Model list. You can also search all work orders for a particular brand.)
  • Serial Number
  • Package
  • Status (Scope your search to also contain results will the status you selected)
  • Employee (Scope your search to a particular employee that worked on one or more tasks on the work order)
  • Invoice Date (The date the invoice was created)
  • Close Date

Step 3: Tap Search

  • When you tap search a list of relevant results will appear in the table.
  • Tap the "Eyecon" to view the work order.
  • Tap the "Back" button from the work order to return to the list.

Additional Details

  • Tap "Clear" to remove all search criteria.
  • Tap the "X" button on any given selection to remove it from your search.
  • Notice that on the button right side of the search field box, you can see the number of work orders that match your search criteria.
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