Getting started · Guide 6 of 624

Global search in RockifyERP (Ctrl + K)

The search bar is the fastest way to get anywhere in RockifyERP. It finds lists, reports, new-record forms and individual records.

How to do it in RockifyERP

  1. Press Ctrl + K (or Cmd + K on a Mac), or click Search.
  2. Type part of what you need, for example “invoice”.
  3. Use the arrow keys to choose a result, such as Sales Invoice List or New Sales Invoice, and press Enter.
  4. To find a specific record, type its name or number, for example a customer’s name or an invoice number.

Tip: Typing “new” followed by a document name, such as “new quotation”, opens a blank form straight away.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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