Dynamic Client Search Engine
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
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Marcel Gamboa commented
Is there a way to search clients by phone number? Since many people do not leave messages, it would be helpful to be able to search who called by the phone number (both past and current clients). Is this a feature that could be added?
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Jennifer Salgo Corie commented
It would be very helpful to be able to search in Clients (active and archived) by their Client ID rather than name.
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Esther Craven commented
Yes! Would really love this capability.
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Abby Nerderman commented
Search by client id in "Search Client" search bar across the top.
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Deanna Trinidad commented
I would like to be able to search for clients by either their client ID or their phone number. I would also like to be able to search for clients by names that are related or associated with them, like family members or emergency contacts.
Thank you. -
Kyle McCall commented
The search works with phone numbers, but emails don't pull up clients. Dynamic search for any information in the details is a GREAT idea!
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Teresa Payne commented
I need to find a previous/archived Ct. by the case number. The archived list only shows the Ct. name. I need to match them up so that I can be sure I have archived the Ct.
This is a very important need for our agency.
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Anonymous commented
Hello,
My suggestion is to be able to enter into the search tab a phone number and it will bring up the client it is assoicated with. It will make it easier when we have a missed call or want to search by phone number.Thank you,
Joanne