Speaker A
So we've got a new feature here called the quick search.
Introducing a new quick search feature that allows fast, intuitive searches across clients, projects, tasks, and documents with filters.
Ask about this video. Answers come from its transcript only — with the timestamp, so you can check them.
Generated from the transcript and can be wrong — check the timestamp.
Key Takeaways
- Quick search improves efficiency by enabling fast access to multiple modules.
- Filters enhance search precision and relevance.
- User-friendly design ensures accessibility for all users.
- Feature addresses a common user request and is already implemented.
- Open channel for feedback promotes continuous improvement.
What the video covers
- New quick search bar added at the top of the screen for easy access.
- Searches across all main modules including clients, projects, tasks, and documents.
- Supports searching by names, IDs, project numbers, and other identifiers.
- Includes filters to narrow down search results by client status or project type.
- Search is not case-sensitive, allowing flexible input.
- Designed to be user-friendly and efficient to improve workflow.
- Feature was highly requested by users.
- The quick search is live and available for immediate use.
- Encourages user feedback and suggestions for further improvements.
Full Transcript — Download SRT & Markdown
Speaker A
It's a little search bar at the top of the screen.
Speaker A
You can use it to search for anything in the system.
Speaker B
Okay.
Speaker A
So if you're looking for a particular client.
Speaker A
You can type in their name or their client ID.
Speaker B
Right.
Speaker A
And it'll bring up a list of matching results.
Speaker B
And what if I'm looking for a specific project?
Speaker A
Same thing, you can type in the project name.
Speaker A
Or if you know the project number, you can use that.
Speaker B
Got it.
Speaker A
It's designed to be very intuitive and fast.
Speaker B
That's great.
Speaker A
We want to make sure you can find what you need quickly.
Speaker B
So it searches across all modules then?
Speaker A
Yes, it searches across all the main modules.
Speaker A
Clients, projects, tasks, and even documents.
Speaker B
That's very comprehensive.
Speaker A
We've also added some filters to the search results.
Speaker B
Filters?
Speaker A
Yes, so you can narrow down your search even further.
Speaker A
For example, you can filter by client status or project type.
Speaker B
I see.
Speaker A
It's all about making your workflow more efficient.
Speaker B
And is it case-sensitive?
Speaker A
No, it's not case-sensitive.
Speaker A
You can type in lowercase or uppercase, it won't matter.
Speaker B
Good to know.
Speaker A
We've tried to make it as user-friendly as possible.
Speaker B
It sounds like a really useful addition.
Speaker A
We think so too, it's been a highly requested feature.
Speaker B
When will it be available?
Speaker A
It's actually live now.
Speaker A
You can start using it right away.
Speaker B
Fantastic.
Speaker A
Let us know if you have any feedback or suggestions.
Speaker B
I will.
Topics:quick searchsearch featureclient searchproject searchtask searchdocument searchsearch filtersuser-friendlyworkflow efficiencysoftware update
