Using the Grid Search

How do you search and filter records in the Primary Grid?

You can search and filter records in the Primary Grid by selecting a Master Filter status, entering a log string into any grid text field, and pressing Tab or Enter to run the search. Multiple columns can be used at the same time to refine your results.

How do you perform a search inside the Primary Grid?

1. Select Open, Posted, Voided, or On Hold from the Master Filter in the Action Ribbon.
2. Input a log string into any of the grid text fields at the top of the grid.
3. Press the Tab or Enter key to search, or the system will auto-search.
4. Click on a specific search result line to view the details.

Tip: Multiple columns can be used at the same time to further narrow your search results.