After our recent change to the address book that removed notes from the clients section we received feedback from some of you that you really needed the notes field for sorting and finding specific information. So the developers put their heads together and came up with a solution that they believe will work for everyone.
The first change is that the notes field has been added back into the clients section of the Basic/Professional Suite. However, rather than showing you the entire notes section, which was very long for some studios and made the clients table unusable, it only shows you approximately the first 50 characters. This allows you to see some of the information, sort the table by the notes field, and view the full notes field by clicking on the magnifying glass.
The second addition is an update to the search functionality in the clients section. Previously when you typed anything into the search field below the table it would search a variety of the client information. But it wasn't clear what part of a clients information was matching your search. As a result, the developers updated the search section. They have added in a drop-down box that has various options in it including All Fields, First Name, Last Name, Business, Email, and Notes. When you select one of these options you are specifically searching through that field of your clients information. We hope this will help all of you get more out of the clients section and to be able to use it more efficiently.
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