Search accounts or documents in Collections

The Collections navigation menu contains a search bar that you can access from any page of the application. Use the search bar to find accounts, documents, or messages. Results appear as you type, with the best matches shown first. Select More Results to see all results matching your query.

You can search by:

• Customer name or number
• VAT number
• Document number or amount
• Messages
• Client data such as addresses, telephone numbers, and custom-field contents
• Dun & Bradstreet trade information