New! Various new search improvements – including keyword matching, sorting, and filtering capabilities – are now available for technicians (via their account) and customers (via the customer portal) when searching for service records.
Technicians can now use double quotes to search for an exact phrase in service records.
Additionally, order results continue to be presented based on relevance, however, now technicians can sort the results by Recently Updated or Priority (P1 being first), and use the indicator arrow to change the order results.
Technicians can also filter by User or Customer name within service records, but this capability is not available when searching within the customer portal.
