Articles on: Getting Started

Searching

The Plannr search feature allows you to quickly and easily find anything you need. Our search is optimised so that if you misspell something there's a good chance we'll still find it. You can also search multiple words and we'll return the most relevant results.


There are two methods of searching in Plannr. The first and easiest way is by using the Search Bar.

At the top of every page in Plannr is the Search Bar.





When you're looking for something, typing in this search bar then hitting enter will bring up the following.

On the left you have your search results with the relevant field highlighted. On the left you have filtering options so if you're specifically looking for clients, for example, you can untick the other options.




The second method of searching is the RocketBar. By typing '/' on any page or selecting the rocket icon from the bar at the top, the RocketBar appears. More information on this is available here.

Once here you can type 'search' and then whatever term you're looking for.





Search Parameters



Below is a list of all the fields that can be found using the search feature:

Cases:


Name

Tags

Plans:


Plan Type

Name

Main Account Name

Policy Number

Tags

Employees:


First name

Last name

Full name

Email

Tags

Clients:


First name

Last name

Full name

Email

NI Number

Nickname

Tags

Conversations:


Conversation Title

Tags

Contents

Files:


Title

Filename

Tags

Folders:


Folder name

Path

Notes:


Contents

Tags

Updated on: 31/07/2024

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