Skip to main content
Shortcuts and search functions in coreplus

An easy way of searching information using the shortcuts and search functions in coreplus

Updated over a week ago

Users can easily search for data and information by using the invoice number, phone number, Insurer, client's name, etc. using the magnifying glass icon πŸ”Ž

To proceed, please follow the below steps:

1. From the Dashboard, go to the bottom left-hand side and click on the magnifying glass icon πŸ”Ž

2. For example, enter an invoice number and tap enter. A pop-up window will open with multiple search result options

3. Click on Invoicing and select your required invoice. From here, you will be directed to the client's file

πŸ’‘ You can also search for a client by entering the mobile number in the shortcut field

See similar articles regarding your account set up:

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?