Articles tagged search
AI Search — Asking Questions About Your Business
Ask plain-English questions about your accounts, jobs, and invoices and get an answer back in seconds. The kinds of questions it handles best, and how to phrase them to get useful answers.
Customizing the main menu
How the main menu is organized, how to find any page with the search box, how it shrinks to fit each person, and how to hide the parts your company doesn't use and put the everyday screens first. Changes apply to everyon...
Searching and Filtering Accounts and Contacts
How to find the right account or contact fast — when to use the global search bar, when to use the list filters, and how tags fit in.