How does the search filter work?

The search filter is located at the top of most pages in Yeti. It is designed to help you quickly find what you’re looking for, whether it’s records, contracts, sites, etc.

How to use the search filter

Select the icon at the end of the search bar, and the search filter will open up. 

The fields that are presented depend on what page you are on. Below is an example of the filter for the service history page. Here you can search through results based on information such as dates, users, tags and more.

Once you have entered in your information, select the filter button.

This action will pull up all records that fit that specific criteria.

You then have the option to:

  • Archive all select records
  • Export all select records
  • Push records to Quickbooks