The Search page shows all Jobs within BlindMatrix, no matter what status. These jobs may be Leads, Quotes, Orders, Invoiced or Completed jobs. This page allows users to go through jobs and view information. You can set custom views using the custom view editor which organise Job information into meaningful views. 

If you use the Archive feature to archive old jobs, those jobs may not appear on this page.

From this page, you can carry out many actions, from viewing customer contact information, job notes, order details, payments and appointments. 

If you use intra-system transfers or EDI, you can Import Orders. You can also Export data (the data in view) and manipulate it in third party software.

There is also a quick actions toolbar that allows you to copy jobs, view all jobs for a single customer, view the customer’s account, create a task, create an appointment and create a rework. 

Users can also generate reports using the drop-down menu at the top right, making this page a very useful page to carry out admin tasks. 

At the bottom of the page, users can navigate through these five panels. 

1. Contact Info: Mentions the full name, position and contact details of your client.
   
2. Notes: Contains details regarding a particular order, including modifications and edits.
   
3. Order Details: Contains information regarding the quantity and price of an order.
   
4. Payments: Mentions details of the amount payable, payment mode and date/status of the payment.
   
5. Appointments: Contains details regarding any meetings you might have concerning this particular order, their timing and description.
   

FAQs:

How to filter the different Job statuses?

The Search page displays all the jobs the company have added besides those that may have been archived. Users can filter the search to display only a particular type of Job. To filter the kind of results shown depending on the Job status, here’s what users have to do.

1. On the Search page, click on the drop-down menu below the Job Status column.
   
2. From the menu, choose the appropriate option amongst the following; Lead, Quote, Rework, Order, In Production, Invoiced and Completed.
   
3. To see multiple statuses, simply select multiple checkboxes. 
   

Users can also Bulk Update statuses by selecting the jobs to update and then select the funnel icon 

How can users generate reports from the Search page?

Users can generate reports to send to customers directly from the search page. To do so, users must do the following:

1. Check the box on the Job that you are going to generate a report for
   
2. Click on the ‘Select Report’ drop-down menu right beside the Search bar.
   
3. From the menu, choose the appropriate report type amongst the following options; Quotation, Invoice, Order Confirmation, Delivery Note, Checksheet, Order Report and Worksheet.
   

How can users generate customer views on the Search page?

The Search page displays all types of job related data. Users can configure this data to make their pages more meaningful. To do so, users must do the following;

1. Click on the Icon at the top right of the page 
   

2. Select the view you want to edit and click on Properties or create a new view. 
   

For further instructions, see How to Customise User Dashboards 

How can users add a new Contact on the Search page?

To add a new contact for a client or order from the Search page, users must do the following:

1. Click on the order or Job for which you want to add a new contact.
   
2. Go to the Contact Info tab at the bottom of the page.
   
3. From the Contacts Info tab, click on the plus symbol to add a new contact. You can also save a new contact by clicking on the appropriate icon right next to the plus icon.
   

How can you view all Notes or add a new one?

If you wish to view the notes you have already entered on a job, you can do so in the Note section at the bottom of the page. To view and add notes, users must do the following:

1. Click on the little Notepad icon. This will open up a new window that contains all your notes.
   
2. You can also add a new note from the window by clicking on the ‘Add’ button from the top-left corner of this window.
   
3. You can also change the note from ‘manual’ to a custom description by clicking on the drop down 
   
4. Once notes are added, click Save.

How can users add a new Order, Task or Event?

Users can add new tasks, orders and appointments/events from the Search page itself. To do so, users must do the following:

1. Go to the right-most column marked ‘Actions’.  

3. Add new orders
   

4. View all customer orders
   

5. View customer account
   

6. Add Task
   

7. Add Event/Appointment
   

8. Add Rework