TUG Tip of the Week - June 22, 2016

Use Filters to Find Materials

Shared by: Marlene Williams, Marick, Inc.

June 22, 2016 is National HVAC Tech day!

Did you know you can use filters to range for description of materials in SM?  While working in the billing register you can set up a filter named SEARCH to locate materials from the list easier. After naming your filter, in the field section select 'comments'. In the test section select 'contains'. Save this Filter. Then when using your saved search you can change the value of contains to the name of the part you are searching for to find all results for that search.

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