Navigation in Severa consists of two different things: the left-hand side summary pages (side navigation) and the top action bar (top navigation). You can also search for information using the Search field in the top right corner.
Search can be performed using various terms such as customer and project names and numbers, VAT numbers, contact person names and phone numbers, invoice numbers, and so on. Often certain information, like project and customer names, act as direct links, making it easy to move from one place to another within the system.
By default, search returns active customers and open sales cases and projects, but you can expand the search to include inactive customers and closed sales cases and projects. Admin users can manage this setting on company level in Settings > Company details > Quick search section.
If you do not want to change the setting on company level, you can still search for closed projects and inactive customers. The search option becomes visible when you type at least three characters into the search field.
By using the side navigation, you can access the Summary pages. In the summary views, you can use filters to narrow down the search results. When you use filters, they are remembered with the following exceptions.
| Filters | Description |
|---|---|
| Billing | Billable filter is always reverted back to the current day when navigating away from the view. |
| Time & Expenses | User filter is always reverted back to default when navigating away from the view. |
| Schedule | User filter is always reverted back to default when navigating away from the view. |
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