Question

Ability to search all client documents in one place

  • 15 June 2022
  • 6 replies
  • 62 views

Userlevel 1

Looking for a way to search for documents without remembering which job it might be on, is this possible ie: all documents for certain client and search within comments to?

Thanks for any tips


6 replies

Userlevel 5
Badge +7

@Neve I don’t believe either of these are currently possible, and I’m not sure if they are on the roadmap. I’d suggest posting this as a Feature Request here. I’ll definitely vote!

Userlevel 7
Badge +19

If you do post it as a feature request, comment the link here and I’ll vote as well.

Userlevel 1

thanks Kim & Max, done, like here hopefully it works Search Ability

Userlevel 7
Badge +19

Voted. :)

Userlevel 5
Badge +7

voted!

Definitely would like a central place to find all documents that are associated with a client, right now I believe you have to go into the work item and then there is a “documents” tab. It would make sense to have the same tab under the whole client.

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