Global Search is a new, centralised search feature that allows you to search across contacts and properties in one convenient place. No more switching between sections or sifting through multiple screens to find what you’re looking for. With a single search bar, you can enter keywords and instantly pull up relevant contacts, property listings, or both, depending on your needs.
Using Global Search is simple:
- Locate the Magnifier Icon: Global Search is accessible from the top right-hand corner of your iDashboard account, next to your profile photo. Just click on the magnifier icon to start.
- Enter Keywords: Begin typing any keyword related to the contact or property you’re looking for. As you type, results will start to populate in real time, giving you a quick overview of relevant information.
- Customise Preferences: To adjust your search settings, click on Preferences. Here, you can toggle contacts or properties on and off, and set your preferred result order (just drag and drop!).
- Access Full Results: If you want to see all results related to your search, simply click on the “View Full Results” option.
- Use the Recents List: Your recent searches will appear when you click into Global Search, allowing you to easily return to previously accessed contacts or properties.
Comments
0 comments
Please sign in to leave a comment.