Custom Search

The Custom Search tab, represented beneath the New Filter tab, allows you to use the Client Search utility to a build up a custom list from which to bill Jobs. Where standard Filter results may be broad, this provides a more focused Client list.

Custom Search allows other Client/Jobs to be added to a Bill without having to add them to a Set.

Filtering is not applied to Custom Searches. This allows searches to return any Clients that might otherwise be excluded due to Filter settings.