Quick Search

Anyone signed in to Versa can use Quick Search to find a record without opening its menu first. It is useful when you know a customer or supplier name, product, document number, or another distinctive term. Quick Search covers only the record types your permissions allow.

Before you start

• Access: Sign in and select the entity where you expect the record. The types available in the search selector depend on your permissions.
• Where: Use Quick Search in the header. On a narrow screen, select the search icon to reveal it.

Find the record

1. Leave the search type at Search All, or choose a specific type to narrow the search. Firm Admins can also search Setting.
2. Enter a name, number, or phrase in Quick Search. Review the suggestions as you type.
3. If a suggestion matches, select it to open the record. If suggestions appear but none match, refine the term. Pressing Enter while suggestions appear opens the highlighted first result.
4. If no suggestions appear, press Enter to open Search Result. It lists up to 20 matches. Select the right record.
5. Confirm the name, number, and entity on the opened record before changing it.

If you do not see what you expect

• No results: The page says No Search result found. Try a more specific number or name, remove an extra word, or choose another search type.
• Record type is missing: Quick Search offers only types your permissions allow. Ask your administrator if your work requires access.
• Recent record is missing: Search updates may take time. Open the relevant record list if you need to check it immediately.