Search & Filtering
Find what you are looking for through available search bars throughout the software. Filter views of applications, tasks, and projects by staff member, project type, status, and more.
Overview
The platform offers global, high-performance search across applications, agencies, and contacts. Advanced filtering allows staff to combine multiple criteria, and search URLs can be saved for quick access to frequently used views. Auto-complete and fuzzy search features make it easy to find partial matches or related entities, ensuring staff can quickly locate the data they need in large, complex records.