Having trouble with Search

  • 10 April 2023
  • 2 replies

Userlevel 3
Badge +4

I’m having a problem with search not finding anything. In a Client Request I wrote, “what is the charge for DoubleTree Hotel.” Now, when I go to search and type in Doubletree, nothing shows up under the work section. Are client requests not searchable?


Best answer by Monet Nielsen 10 May 2023, 17:59

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2 replies

Userlevel 7
Badge +12

@David Sadowsky do you mean you’re searching in this tab?


I believe that Work tab only looks for work item names or contacts that meet that search criteria. Did you try the Email or Notes tabs? I’m not sure if those actually search client task comments as well though… Possibly not.


That would be a good feature request though - a Comments and/or Client Request search tabs/filters.

@David Sadowsky We’ve found the same thing and external comments do not appear to be searchable right now.

I created a feature request to expand searchability to include the external comments.