- 1
open cardinal
the toolbar has a kind filter alongside the search.
- 2
pick a kind
billing / job / appointment / order. the list filters live.
- 3
stack with search
search also matches name + customer name + kind, so you can find "every billing-kind subscription for sarah" in two clicks.
tipfor a mostly-one-kind shop (a service business with mostly job-kind subscriptions), pin the filter so the list defaults to the kind you actually use.
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