Click on the magnifying glass icon in the top right-hand corner of the screen to access the Verto search function. A pop-up will appear for you to start typing into.
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The system will automatically start searching after three characters have been entered i.e. ‘Bri..’ and will continue to refine the search results as more characters are entered. Note: If you want to search on less than three characters, simply hit the return key to manually start the search process.
The search function will look for words within:
- Stage: Code, Name, Aims, Brief Description
- Board Cards: Title, Description, Filename
- Files: Filename, Properties > Notes
- Users: First or Surname
- Customers (Verto Pro Only): Customer Name
-
Performance (Verto Pro Only): Code, Name
The search results will then be grouped in the return list and provide quick access either into the item or to download the file.
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If the search term is too broad, the following message will be displayed:
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