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Global Canopy Tax Search Bar
JohnThrives
Posts: 174 ✭✭✭✭
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
- 46 GENERAL DISCUSSION
- 18 SOFTWARE RELEASES/UPDATES
- 323 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 39 Communications
- Contacts
- 12 Engagements
- 32 Files
- 6 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 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.