Friday, September 20, 2013

Searching All Documents in BlueBox

BlueBox2.0 has recently had an upgrade in the form of 2 search facilities which cover all financial documents in the system.

The first is the new bb_userdocs module which lists all the documents in the system linked to a particular user. This new module can be accessed via Admin > Users > Userdocs or you can access it via a quick link when doing a 'find a person' lookup:


The second is a new quick document lookup added to the old 'find a person' and 'find an item' area:


This searches document number and total amount, and will only take a numeric input. It then lists all the matching documents across all Debtor and Creditor financial documents.

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