Where has the Dashboard Search been moved to?
We have now moved the dashboard search into the main menu. We have moved this to the main menu to allow for this to be used across the whole of the CRM, rather than just the dashboard.
What can I search for?
We have listed the available fields you are able to search for, per client, candidates and contact:
Candidates
- System ID
- External ID
- Name
- Mobile
- Telephone
- NI Number
Clients
- System ID
- External ID
- Name
- Company Number
- VAT Number
- Non-UK VAT Number
- Account Reference
Contacts
- System ID
- External ID
- Name
- Telephone
- Mobile
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.