Searching and filtering
Global search
Use the global search, available in the floating menu on every page, to search for anything - any record (customers, jobs) or any page or setting in the app.
In-page search
You'll find a search bar at the top of several pages in getSoapy, such as the Customers, Jobs, Invoices and Payments pages. Here you can search and filter the results displayed.
To search quickly, type a name, address or other detail and press Enter.
To narrow down your results, click in the search bar and pick a field, such as a balance, round or status. Then choose how to compare it (for example greater than, before or in the last) and enter a value. You can add as many of these as you need.
Each part of your search appears as a pill in the search bar. Tap a pill to change it, or tap its X to remove it. To clear the whole search, tap the X at the end of the search bar.
Some pages start with part of a search already applied, for example closed quotes are hidden on the Quotes page. If you can't find what you're looking for, check the pills in the search bar.
On some pages, you can also sort the list to make it easier to find what you're looking for.
Saved searches
On some pages, such as the Customers and Jobs pages, you'll find some helpful saved searches below the search bar, with the number of results for each.
You can also save your own search. Once you've searched, tap the option with a + below the search bar, give the search a name and click Save.
To delete a saved search, tap the saved search to select it, then tap the bin (delete) icon.
