YouTube Video — Transcript

So we've got a new feature here called the quick search.

It's a little search bar at the top of the screen.

You can use it to search for anything in the system.

Okay.

So if you're looking for a particular client.

You can type in their name or their client ID.

Right.

And it'll bring up a list of matching results.

And what if I'm looking for a specific project?

Same thing, you can type in the project name.

Or if you know the project number, you can use that.

Got it.

It's designed to be very intuitive and fast.

That's great.

We want to make sure you can find what you need quickly.

So it searches across all modules then?

Yes, it searches across all the main modules.

Clients, projects, tasks, and even documents.

That's very comprehensive.

We've also added some filters to the search results.

Filters?

Yes, so you can narrow down your search even further.

For example, you can filter by client status or project type.

I see.

It's all about making your workflow more efficient.

And is it case-sensitive?

No, it's not case-sensitive.

You can type in lowercase or uppercase, it won't matter.

Good to know.

We've tried to make it as user-friendly as possible.

It sounds like a really useful addition.

We think so too, it's been a highly requested feature.

When will it be available?

It's actually live now.

You can start using it right away.

Fantastic.

Let us know if you have any feedback or suggestions.

I will.