All Collections
Exciting Features
Search and Select Tool
Search and Select Tool

Perform operations on multiple financials simultaneously

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

The Search and Select Tool (keyboard shortcut CTRL+SHIFT+S) provides the user the capability to perform select operations on multiple financials simultaneously on the Asset-Map page and Financials page. Those operations are:

  • Search for Financials by Reference Name and Source/Insurance provider/Location fields. Found financials will be highlighted on the Asset-Map and Financial pages.

  • Delete multiple financials.

  • Clone multiple financials.

  • Hide multiple financials.

  • Unhide multiple financials.

  • Clear the selections.

Clicking the multi-select icon in the upper left area places the screen in a multi-select mode where financials can be searched or individual financials can be selected (green check icon appears) to perform the desired operation.

12/2022

Did this answer your question?