Avoid the hassle of manual typed searching at every turn through …
Reminders & Notifications
Links directly to the source record
Highlights recently worked with
Access pre-saved record sets
When you do need to search, just type a few characters in Home to quickly pinpoint any record or add filters in Lists to find a particular set.
Setting up list filters
Choose contacts, companies or another record type from the top-left menu. Tap FILTER to start adding additional criteria like category tags, assigned to, field values, recently updated, near current location …
Save important lists for quick access, and share universal lists with the team.
Tap to pull up
Working with lists
Search within list results
Narrow down results further by searching for any criteria on the fly (e.g. email domain, ID, status).
Take action on a set of records
Tap the record avatars to select (or select all) > choose action
Plot list results on a map and optimize your route
Tap MAP to switch the results from a list to a map view.
Plotting results on a map reveals a different context of your records. It also offers unique features, like Routing.
Tap to get directions
Search across multiple lists
Search across two different record types at the same time, joined by the “related to” field. A few examples:
- List specific contacts that are related to a specific list of companies
- List specific contacts that are related to a specific list of projects, cases, locations, etc.
- List specific projects, cases, locations, etc. that are related to specific companies
To set up example one …
Create the company filter
Filter for the companies
Save company list filter
Then create the contact filter
Add 'Related to' criteria
Add additional criteria
Each of the two record types can use the standard full range of search criteria, making this feature extremely useful when asking real-world questions.
Turn lists results into flexible reports or get insight on specific staff and business processes using Solve for Google Sheets.
Continue to Xero accounting …