The main search bars located on your Dashboard, Properties, and Accounting pages are powerful global search tools. This means they allow you to search for information across four different record types from a single place.
You can use the global search bar to find the following records:
Buildings
Units
Entities (such as tenants, vendors, or owners)
Attachments
Searchable Fields by Record Type
To help you find exactly what you're looking for, the search tool looks through specific fields for each record type. Here is a detailed breakdown of what you can search for:
Building
Name
Display address
Custom field values
Unit
Name
Display address
Custom field values
Entity
Name (first name, last name, company name)
Leased unit names
Leased building custom field values
Lease custom field values
Email addresses
Phone numbers
Bill document numbers
Custom field values
Transaction custom field values
Check numbers
Invoice numbers
Address
Attachment
File name
PDF metadata (including title, author, and the text content of the PDF)