Introduction
When using the Ultimate Search feature to look up information such as a customer profile, VIN, repair order, or deal, the system displays search results in a new window. This design allows you to access information without losing your place in the application, enabling easy data comparison and multitasking. This functionality enhances efficiency and streamlines your experience, allowing you to focus on providing exceptional customer service.
Best Practices:
- Use the "All" dropdown menu to refine your search when looking for specific information.
- To search within a specific area, such as Accounting or Parts,
select the appropriate category from the dropdown instead of using the general search option. - If you frequently search within the same category, consider setting it as your default search option in User Settings.
Performing a Search
- Navigate to the search bar at the top of your VUE screen.
- By default, the filter to the left of the search bar is set to All.
- This option searches the entire system and returns top results across all categories, excluding Accounting and Parts.
- Enter your search criteria to view results.
Select 
and the filter on the left of the search bar will default to All 
This will search the entire system for the top results in every category, except Accounting and Parts.
Refine your Search Results
- Click on the All dropdown and select your desired category.
- After selecting a category, input the information you wish to search for in the search bar.
- This action will filter the results to display only those relevant to your chosen category.
Configure your Default Search Category
If you find you often search in the same category, you can easily update the default settings in your User Settings.
- Select the drop-down arrow
at the top of your VUE dashboard next to your name. - Select [User Settings]
- Locate the option titled Quick Search Area use the drop-down arrow to select from a list of available categories.
- Click on your preferred category to designate it as your default setting.
- Click [Save] before exiting the User Settings to ensure your preferences are applied.
Accounting Module Search
When the Accounting category is selected, authorized users can search within accounting-specific subcategories.
The system identifies matching records for:
- Unposted Accounts Payable
- Purchase Orders
- Receipts
- Vehicle Sales
- Posted Journal Details
Quick Search displays qualifying records grouped by Accounting subcategory. When additional records are available, a “See more…” option allows access to expanded results.
Parts Module Search
When the Parts category is selected, authorized users can search within parts-specific subcategories and instantly retrieve matching records across all parts-related menus, such as:
-
Back Counter RO#
-
Parts Desk#
-
Parts Inventory#
-
Parts Invoice#
-
Parts Order#
-
Parts Return#
-
Purchase Order#
-
Special Order#
-
Customer#
-
Vendor#
Quick Search displays up to the first three matching records per category.
Note:
Once your default is set, the next time you use the Ultimate Search feature, the system automatically filters results by your selected category, streamlining your search and improving your overall efficiency in accessing relevant information.
Don’t forget to save your changes before exiting the User Settings to ensure your preferences are applied.