Acumatica Universal Search: Helping You Find the Acumatica Window or Screen You Need

Posted by Jeff Williams, Dev Team Mgr on February 11, 2016

Finding the exact screen you are looking for in the navigation menu can be a frustrating task, especially if you are new to the Acumatica system. Thankfully, Acumatica has made this task easier by adding a “Universal Search” capability to the system that’s available on all of the navigation screens:

Easily Find Any Screen

Say you need to update the employees in your system, but you can’t quite remember where or how to do this. By simply typing “Employee” in the search menu, you will be given a listing of all the screens containing the word “Employee” as well as the capability of searching in the help files for the term.

Find Related Records

The search capability however far exceeds the simple ability of finding screens. For example, if you have a customer named “USA Bartending School” and you want to find related entities to that Customer, all you need to do is simply type in “USA Bartending School” in the search box and select the “in All Entities” box.

You will then be presented with a search results page containing all the found entities (Customer, Projects, AR Invoices, etc) that are associated to the “USA Bartending School”.

Navigation Path Included!

In both examples above, note that the search results also list the path to find this for future reference!


Looking for more Acumatica tips?

Read more Crestwood Blog Posts about Acumatica.

Share this:


Add your comment: