Improve Searching
complete
Nick Nieman
marked this post as
complete
We released significant improvements to client search yesterday, supporting fuzzier name matching, email search, phone search, and more. Please let us know if you have any feedback!
R
Raspberry rose Barnacle
Nick Nieman Thank you
Nick Nieman
Merged in a post:
Client Search
R
Raspberry rose Barnacle
The client search feature is laggy and often does not pull up the client. I have to go through the list of all clients to find them. This is an inconvenience and time waster.
Nick Nieman
Merged in a post:
Add Fuzzy Client Search Capability
P
Profound Narwhal
Please update the client search field to utilize fuzzy searches. I have to remember exactly how to spell the client's first name to search for them. It needs to return clients as I'm typing the name in the search bar.
R
Raspberry Mastodon
I also have noticed sometimes I spell the whole name and It won't come up unless I type a space after the name.
Nick Nieman
marked this post as
in progress
We're working on this and hope to have some improvements out soon.