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NEW ENHANCEMENTS to Search, Directories, and Libraries

March 12, 2024 Christopher Parsons

We’re pleased to announce the upcoming release of new enhancements to Search, Directories, and Libraries.

At a high-level, here’s what’s in the update:

  1. Improved Employee + Contact Name Search. We created a Global Name Synonym Catalog and enabled Fuzzy Search to help improve findability of employees and contacts. For example, if you search “jeff” we’ll now find “geoff” and “jeffrey,” and if you search on “diana” we’ll also find “diane” and “dina.”

  2. Configurable Search Scopes for Directories + Libraries. You can now choose between Basic Search and Full Search scopes to create the search experience which is better for your firm. For example, the Basic Search option will streamline your Employee Directory search scope to Employee Names. Basic Search will also streamline your Project Directory search scope to Project Names, Project Numbers, and Client Names. The Full Search option will search all fields. Once the update is pushed out, your Directories will automatically be switched to Basic Search (you can easily switch them back to Full Search) and your Libraries will continue using Full Search.

  3. Additional Sorting Options for Filters + Groups in Directories + Libraries. You will now be able to configure filters to sort alphabetically in Directories and Libraries. For custom dropdown fields, you’ll be able to configure filters to use the sort order of the dropdown values. In addition, you’ll be able to use the sort order of custom dropdown fields to order your groups.

We will deploy this update after the close of business on Friday, March 15th.

Enjoy!

Best,
Chris

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