Advanced search

Advanced search

21 February 2019

Advanced search is now available! The application already had a keyword search feature, but it didn’t let you precisely filter by date, price, status, type, etc.

The new search feature smartly incorporates real-time text-based search and allows you to search with different filters and operators like smaller than, larger than, containing, starting with, ending with, etc. This search applies to all types of content, including Quotes, Invoices, Contacts, Products, etc.

Don’t hesitate to send us your ideas for new filters.

Other articles

Quote and invoice templates

Certainly the most anticipated new feature in the Toolcie application is the ability to create templates for quotes and invoices that are fully customizable. You can try it out now!

Two new roles for salespeople

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.

Swiss “QR-bills”

Payments in Switzerland are evolving and going digital. Starting June 30, 2020, across Switzerland, the red and orange payment slips will be replaced by “QR-bills.”