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Search and Select Tool

Perform operations on multiple financials simultaneously

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 10 months 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 right area places the screen in a multi-select mode where financials can be searched or individual financials can be clicked and selected (green check icon appears as well as blue shading) to perform the desired operation.

1/2025

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