How can I search?

Video Index

    • 0:00 – 0:25 – Look For in Grids
    • 0:26 – 0:57 – Global Search

There are two ways that you can search for data in ServiceMonster:

Look For

In any grid, enter your search term in the Look For field and click Go. This will search all of the visible columns and records to look for a match.

Account - Look For

Global Search

To perform a global search, enter the search term in the Search field in the Navigator. This will search against all Accounts, Site, Orders and Payments and will display your results.

Navigator - Site Search

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