Easier Search Feature

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Jose Montemayor

Hello, we use gocanvas so our customer's signing up for a recurring program can sign a contract. I would like to know why there is no easy way to look for a contract using the customer's name, phone number, email or vehicle information? The most I can narrow it down by is which location the customer signed up on and the date. I should be able to type in the customer's name and have the contract come right up. Dropbox makes it so much easier. Is this something gocanvas can work on?

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    GoCanvas Community Manager

    Hi Jose,

    Thanks for posting to the community! I think Advanced Search in the Submissions tab is what you are looking for but lately I have been getting mixed results when using that feature. I can raise this concern with product to see if we can get it working as expected. 

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    Jose Montemayor

    Hello, and thanks for the reply. The advanced search feature does not work if we are trying to search by a customer's name. If you could raise this concern that would be helpful!

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    GoCanvas Community Manager

    Not a problem, I will be sure to check back in when I know more!

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