Feature Release Dt: 1st of Feb, 2025
The new Smart Search UI is now simpler and more user-friendly. Previously, searches were limited to contacts, accounts, and policy. Now, you can select all and search based on your specific needs. With a cleaner design and improved navigation, finding what you need is faster and more efficient.
To View the Enhancement:
Old UI:
New UI (Current):
- Search for any account, contact, policy or dealcard. A tab will appear; select a specific module and get your search results..
- Within the search type, an ‘all’ option has been implemented allowing you to easily access all accounts, contacts, and policies and deal cards in one place.
