Search in YoPrint

Use the magnifying glass in the top bar to find an existing record without opening its list page. Search covers customers, orders, quotes, jobs, shipments, purchase orders, vendors, and invoices.

Find a record

1. Click the magnifying glass on the right side of the top bar.

   

2. Enter a record number in Search anything. Results appear as you type. This example uses quote SO0001.

   

You can also search by customer name, customer PO number, or quote and job name. For customers, Search matches contact names, email addresses, and phone numbers. For shipments, the search term can be a shipment number or the linked order number.

Narrow results by type

1. Replace the number with the customer's name. You can click the × inside the search field to clear existing text. This example uses Fashion Fragment and shows both the customer and its quote.

   

2. Click All beside the search field to open the type filter.

   

3. Choose the type of record you need, such as Quotes. The results update using the same search term.

   

All combines the eight supported record types. A specific type, such as Customers or Shipments, limits the results to that type. Each time you open Search, the filter resets to All.

Open a result

1. Click a result to select it. The panel on the right shows its details and Why this matched, so you can check that you have the right record.

   

   Search selects the first result automatically. Click any other result in the list to view its details.

2. Click the result's View button, such as View Quote, to open it.

   

   You can also double-click a result to open it. If View Customer appears beside the button, click it to open the customer profile instead.

This example opens the quote in a preview window.

3. If the record opens in a preview window, click its × at the top right to return to the search results.

   

4. Click × at the top right of Search YoPrint when you have finished searching.

   

   To expand Search across the browser window, click the diagonal arrows icon beside ×. Click it again to collapse Search.