Navigation & Search

What you can do here

• Navigate main module menus and record lists.
• Use list filters and saved views for fast access.
• Find records with global search and quick actions.

Before you start

• Ensure your role has access to the modules you plan to use.
• Create at least a few sample records to practice searching.
• Know which module owns the record type you need.

Step-by-step

1. Open a module such as CRM & Sales or Advanced Projects.
2. Use the list filters to refine customers, leads, projects, or invoices.
3. Apply saved filters for recurring views.
4. Use search to locate a record by name, reference, or tag.

Tips & Common mistakes

• Use consistent tags so searches return clean results.
• Pin frequently used filters in your browser for quick access.
• Check role permissions if a menu item is missing.

FAQ

Next steps