Search Feature
complete
B
Brooke Nuzie
Context: Right now, advisors can only search for a few letters for the first name in an engagement only. Different areas allow a different number of letters to search for a taxpayer/contact/engagement. If an entity starts with "the," you have to search "the." If you start with the second word, it will not show up.
Impact: It makes it more difficult to find the contact/engagement/taxpayer that you are searching for.
Desired outcome: A search function that allows you to type any amount of letters in any part of the name to find taxpayers, contacts, and engagements.
Autopilot
Merged in a post:
Allow the search boxes to find any of the text string
markm@busadvisory.com
The search boxes only work if we type the exact match from the start of what we are searching. It would be helpful to allow it to find the text anywhere in the search field. For example, if I am searching for D&G Global I have to type in D&G instead of just the word global to find the client.
Lauren LaVan
updated the status to
complete
Hi everyone - we have improved the search functionality across the portal. Typing in any part of the contact/taxpayer/engagement name will return the results you're looking for. Happy searching!
Lauren LaVan
updated the status to
under review