Your client calls the office to ask about the status of their appeal. You’re not sure, so you tell them you’ll pull their case file and call back.
The problem is that this creates more work (you have to hunt down their information and dial their number to have another conversation). Plus it could come across as incompetent. No one wants their client to think, “Hey, I’m just a number and my case isn’t getting the attention it deserves.”
Universal Search is the answer! Clients and properties are now fully-searchable from the trusty search bar at the top of your screen, which feels a little like using Google.
The Universal Search box combes through contact names, notes fields, property names and parcel numbers from a centralized search box that gives you instantaneous access to your client’s data.