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