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Global Canopy Tax Search Bar
JohnThrives
Posts: 169 ✭✭✭✭
in Contacts
The core of Canopy Tax is the contacts search bar function. I would like to have that search bar duplicated top-front-center of the Canopy Dashboard and always globally visible across all pages and views as that is the most widely used function of Canopy.
Tagged:
Categories
- 44 GENERAL DISCUSSION
- 14 SOFTWARE RELEASES/UPDATES
- 277 IDEATION
- 34 Billing
- 3 Calendar
- 21 Client Requests
- 38 Communications
- Contacts
- 12 Engagements
- 29 Files
- 6 Forms & Letters
- 26 General
- 8 Mobile
- 1 Notices
- 24 Organizers & Surveys
- 18 Portal
- 55 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 32 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 22 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
similar ideas
htthttps://community.canopytax.com/discussion/381/search-contact-in-contact-window#latestp://
https://community.canopytax.com/discussion/382/search-contacts-with-details#latest
also, it would be great to add the global search box item on the right menu panel.
https://prnt.sc/shhd71
I was inspired by Google search bar. No matter where you navigate, the search bar is always there to use.