Universal Search

March 9, 2022

Hey, it’s Melanie from the dev team with a quick update for you.

You may have noticed that we have added a universal search feature at the top of your screen if you click into that search bar this icon will appear and in this pop-up you can search for anything so in this example I’m going to search for the word test now I can sort by all categories contacts opportunities or payments and it will include anything that has the word test in it I could click directly into this payment, I could click directly into an opportunity or I could click directly into one of the contacts that has the word test in it now back in all categories I can of course see all of the contacts opportunities and payments that have that word in it now let’s say I want to search for something and I ends up not finding the result that I’m looking for I’m looking for a person named bob test and I don’t see him pop up I can add an opportunity for him or add his contact directly from here on this screen so this new universal search feature allows you to be able to search for things all from one place and then be able to take action all from one place as well as where you can add opportunities or contacts and then you can click into opportunities contacts and payments as well that’s all for now and of course, I’ll keep sharing more updates as we have new features for you have a great day.

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