Smarter Partial Word Search

Hi there,

Finding what you're looking for just got easier. The global search now supports partial word matching on multi-word queries, so you don't need to remember exact full names to find a result.

What's New:

- Searching a partial multi-word phrase (e.g., "Pablo Pimen") now returns results that match the full name ("Pablo Pimentel")

- Numeric-only prefixes are excluded from partial matching to avoid false matches

- Works across client names, company names, and other searchable records

How to Use It:

- Use the global search bar as you normally would

- Type a partial name or phrase and results will match even if the words aren't complete

- No settings to change — this works automatically

Benefits:

- Find clients and records faster even when you only remember part of the name

- Reduces failed searches from minor spelling gaps or incomplete recall

- More forgiving search experience for your whole team

If you have any questions, please reach out to our team through the chat or by emailing [email protected].