Find anything with search

Search looks through orders, accounts, storage tenants, invoices, storage bills and payments at once, and answers as you type.

Search from the top bar

1. Press the search box in the top bar, or press / anywhere you're not typing.
2. Type at least two characters: a name, an email, a phone number, an order or invoice number.
3. Press a result to open it. An order, storage tenant or invoice opens in its window; an account opens its page.

Results come in groups — Orders, Accounts, Storage Tenants, Invoices, Storage Bills, Payments — up to ten in each. Each row says which field matched. Use ↓ and ↑ to move through them.

Before you type, the pop-up shows your Recent Searches; press one to run it again.

Narrow the search

• One field. Press a chip — ID Number, Customer Name, Phone Number, Email or Zip Code — to search only that field. Press it again to search everything.
• Which groups. Press the settings icon (Advanced Search Options) for more chips: Accounts, Storage Tenants, Invoices, Storage Bill, CC Number (a card's last four digits) and Payment Amount. Tick any number of them; none ticked means everything.
• Archived (administrators, and anyone given See archived orders). Finds only archived orders, with their payments and invoices.
• Branch. With more than one branch, pick All or the branches to search.
• Clear chips puts everything back.

The full search page

At the bottom of the pop-up, Open the full search page shows the same search on a page of its own, with more room. The address keeps your search, so you can copy it to a teammate or come back to it.

The groups here have an All … link to the full list (for example All orders). The field chips start with Everything.

What you can find

You only find what you're allowed to see: orders and accounts by your order permissions, storage tenants with access to Storage, and invoices with access to Invoices.

Archived orders: if you're an administrator or have See archived orders, search finds an archived order by its number, name, phone, email or ZIP like any other, marked with a grey Archived status, and you can open it. Everyone else never finds archived orders.

If nothing is found

• Nothing was found... (pop-up) or Nothing matches "…" (page) — try fewer letters or another spelling.
• "It was read as a number" — what you typed looked like a number, so it wasn't searched as a name.
• "Only one field was searched; try Everything." — a field chip is on.
• Search term cannot exceed 128 characters — shorten it.