We've rolled out some fairly chunky updates to the search within Plannr overnight that should make searching for things sooooo much easier now.

Searching for addresses, emails, phone numbers, and NI numbers will now show you the client information these items belong to. When searching for NI numbers it’s recommended to not include spaces so that it will search for the entire NI number. With spaces it might return results that match each part of the query which might not be relevant. You can still search for policy numbers for plans too, and those will be returned also.

We have also reduced the number of results which are returned to help reduce the clutter, such as when searching for a client name, it will not longer return lots of folder and files, because the file location path happened to include the client name. Instead it will only return results for folders and files which match the name, and not the path.

We hope you like the upgraded search functionality! Happy searching!