Search

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SME has extensive search capabilities. See also Views on the search views capability.

SME Master search allows searching many areas of SME. It will search the following:

  • Customers: including name, address, notes.
  • Orders: notes, service requested, service performed, customer infomation. This is for service orders, install orders, invoices, and proposals.
  • Contacts
  • Sales Leads
  • Direct Sales