The Smart DMS includes a powerful Global Search Bar at the top of every page, allowing you to instantly search across multiple parts of the system from one Central place.
What Can You Search? #
You can currently use the global search to look up:
- Tasks – Search by task title or ID, client etc.
- Clients – Instantly locate client profiles by name, phone, email address or account number.
- Products (by Serial Number) – Find specific items using their unique serial number.
- Users – Locate team members by name, phone or email address.
This search bar is context-aware and can fetch records across different modules depending on your permissions.
How To Use It #
- Look for the search bar at the top of the page (🔍 icon or keyboard shortcut depending on your device).
- Start typing your query (e.g., a task name, client name, or serial number).
- Results will appear grouped by category.
- Click on any result to be taken directly to its details page.
Tip #
You can often search using partial matches — for example, typing part of a client’s name or product code will still bring up results.
