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.
Below is a list of all the fields that can be found using the search feature:
Name
Tags
Plan Type
Name
Main Account Name
Policy Number
Tags
First name
Last name
Full name
Email
Tags
First name
Last name
Full name
Email
NI Number
Nickname
Tags
Conversation Title
Tags
Contents
Title
Filename
Tags
Folder name
Path
Contents
Tags
How to Search
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
Tags
Clients:
First name
Last name
Full name
NI Number
Nickname
Tags
Conversations:
Conversation Title
Tags
Contents
Files:
Title
Filename
Tags
Folders:
Folder name
Path
Notes:
Contents
Tags
Updated on: 06/10/2023
Thank you!