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
- Press Ctrl + K (or Cmd + K on a Mac), or click Search.
- Type part of what you need, for example “invoice”.
- Use the arrow keys to choose a result, such as Sales Invoice List or New Sales Invoice, and press Enter.
- 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.
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.