Search Bar

Once logged in, you'll be greeted by a compact looking UI as seen below

Cloud ERM Dashboard Screen

The Top Navigation Bar features a Search Bar that allows for quick searches across the platform.

To perform a search, type at least three characters in the search bar. Results will be shown across the platform, and will be displayed in their respective categories.

Search Bar - Search Results

Clicking on a search result will redirect you to the relevant information/record.

To only search in a specific category, searches can be prefixed with the following shorts:

• c:: Only searches customers data for the info

• o:: Only searches orders data for the info (this could be a customer who owns an order)

• t:: Only searches tasks data for the info

• a:: Only search assets data for the info

• p:: Only searches parts data for the info

Example Search: c:: refrigeration

This search will only look for customers that include the word refrigeration in their records.