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Find modules and records on phone or desktop
Use the sidebar, Products menu, record search, filters and sorting without losing your place.
Step-by-step guideMarkdown for AI
On this page
Find a module
The bottom bar is a shortcut, not a complete list of features. The Products panel groups work, clients and money, studio, and account settings.
- On desktop, open a module from the left navigation groups: Today, Clients & jobs, Money or Studio.
- On a phone, use the bottom navigation for Home, Enquiries, AI Assistant and WhatsApp; open Products for the other modules.
- Use the Products Search control or the desktop search entry to look for records across the studio.
Work in a list
List filters change what you see; they do not delete records. Status, date and archived views can hide an otherwise valid record.
- Use the page search field for a name, number or other visible identifier.
- Open Filter to narrow the records, then Sort to change their order.
- Choose a row or card to open its detail page. Clear a filter if an expected record appears missing.