Search for a client, estimate, invoice from anywhere on the site with the help of the live search feature. It allows you to perform a search even with the smallest bits of information at hand - first letters of a name, a house number etc.
Live search is available in the header of each page of the tool. To see it work, start typing something in the field:
You'll get a dropdown with the relevant results - all clickable.
Due to the improved algorithm, mobile numbers can be searched in any form,
For instance: (416) 530-4341 = (416)5304341 = (416).5304341 = 416.530.4341 = 416-5304341 = 4165304341, etc.
The word order in the search bar does not matter. For instance, a client with the name “John Smith” will be found if you search for both “John Smith” and “Smith John”.
To search leads / estimates / workorders / invoices by number, there is no need to include the suffix (-L, -E, -W, -I) they will be found automatically.
Note: if nothing comes up, check the spelling or use another search word.
Live search is available in the header of each page of the tool. To see it work, start typing something in the field:
You'll get a dropdown with the relevant results - all clickable.
Due to the improved algorithm, mobile numbers can be searched in any form,
For instance: (416) 530-4341 = (416)5304341 = (416).5304341 = 416.530.4341 = 416-5304341 = 4165304341, etc.
The word order in the search bar does not matter. For instance, a client with the name “John Smith” will be found if you search for both “John Smith” and “Smith John”.
To search leads / estimates / workorders / invoices by number, there is no need to include the suffix (-L, -E, -W, -I) they will be found automatically.
Note: if nothing comes up, check the spelling or use another search word.
Updated on: 04 / 06 / 2021