Search Feature

Many Gotransverse applications and modules include simple and complex search querying to help you quickly filter and find your desired customer, billing account, order, service, invoice, payment, user, or other specific item.

Some applications, such as Customer Billing and Product Catalog, contain a search icon at the top of the window for quick access to elements from anywhere within the application. Data field names and advanced searches can be leveraged for more accurate results.

To quickly search for an account or product or to go to a window that you have previously opened in Customer Billing or Product Catalog, click the Search icon icon in the title bar and enter part of the account or product (letter or number) or select a location from the drop-down list.

Quick Search

Quick Search on Customer Billing Title Bar

Product Catalog Search Drop-down

Quick Search on Product Catalog Title Bar

To easily return to favorite accounts, invoices, products, or other places, you can bookmark them in the same way you would bookmark a website address.

After you click in the Search bar, a drop-down list with several search results displays. To search for an item not shown in the drop-down list, enter a search word or phrase in the Search bar, and then click the Search iconicon or press Enter.

The following images are examples of search results drop-down lists from the Customer Billing application (Customers module) and the Product Catalog application (Products module).

Search Window - Customer Billing

Search Window - Customer Billing

Search Window - Product Catalog

Search Window - Product Catalog

The drop-down list may include one or more of the following sections:

  • Suggested Results — Start typing a search word or phrase and the most suitable results display in the menu.

  • Recent Queries for name — Includes any previously created queries, such as a date or part of a customer name, account, etc.

  • Recently Viewed name — Includes recently viewed items from that module, such as Customers, Accounts, Orders, Services, Invoices, Payments, or Products.

  • Quick Search — Select a pre-defined search to find specific items. The Quick Search list items differ depending on the window where you perform your search.

NOTES:

  • If you select an item from the drop-down list, the information window for that item opens.

  • If the customer, account, or product was not previously searched for, you can enter the full name, account number, or product number and product name (these must be searched for as a pair, for example 306 - 09155) to have a single search result returned.

  • To clear results, delete text in Search bar, and then click the Search iconicon or press Enter. The Product Catalog Search bar also includes a that you can use to delete the contents.

Refer to the following topics for more information about additional search options:

This topic covers the search feature found in Customer Billing and Product Catalog. For information on how to search in other applications or modules, refer to these topics: