The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card.
To view the enhancement:
Navigate to the Smart search tab on the top left.
Type a name and click on the search icon or press enter.
You will be redirected to a new page where you can perform a more specific search.
For Contacts, you can search by the First name, Last Name, Address, Phone, Email, Notes, Tasks, and Files.
If you are searching by policy, then, in that case, you can have a more specific search by the Policy Number, First name, Last Name, Address, Phone, and Email.
If you are searching by account, then, in that case, you can have a more specific search by the Account Name, First name, Last Name, Address, Phone, and Email.
If you are searching by deal card, then, in that case, you can have a more specific search by the Deal Title, First name, Last Name, Address, Phone, Email, Notes, Tasks, and Files.
And for every search type, be it Contact, Policy, Account, or Deal Card, you can also select the user type: All, Active, Inactive, Prospect, Lead, and Others.
