Long time Cashboard customers might have noticed that we soft-launched a new quick search feature last week.

Using this new search it’s easy to find items within Cashboard, especially if you have a lot of data.

For instance, try searching on a client’s name. The results will include a link to their account, along with all items that belong to them.

You can also enter in ID numbers for invoices, estimates, and payments to find those easily – or perhaps try entering some text from one of your expense descriptions.

This is a really quick way to navigate if you don’t feel like drilling down through lists inside the program.

Autocomplete

For even quicker navigation, there’s also an autocomplete feature akin to what Google does on their search homepage.

You’ll notice as you type a few characters, the magnifying glass icon will start to spin – and a list of results will appear in a drop-down menu. These are the top 5 search hits for your query. If you see what you’re looking for you can instantly go to any of these items by using your keyboard to select one (arrow keys + enter) – or by clicking on them.

If you don’t see what you’re looking for, simply hit the enter key or click the search button to perform a full search. Simple, and effective.

Advanced Search / Filtering

Of course, we still support the more advanced form of searching you’ve grown accustomed to. Click the drop-down button to the right of the magnifying glass to reveal those options.

From what I’ve seen so far, the feature is certainly getting a lot of use. I hope you all are enjoying it.