Practice Ignition makes it easy for you to search an item in-app. Simply start typing in the keywords on the Global Search Bar located on the top most portion of the page, and it will show all Proposals, Clients, Services, and Groups or any Entities that matches.
You can also search within the Client or Proposals page so you can narrow down within the category.
Global Search Bar
The Global Search Bar on the top most portion of the page allows you to search for any Proposals, Groups or Entities by name.
After typing in the keyword, just press enter on you keyboard and the search results will appear below the search bar. You can then click on these entries to go straight to the record.
Searching within Clients
You can also use the search function within the Clients tab. Just type in the Client's name or group name and hit enter.
Searching within Proposals
You can also use the search function within the Proposals tab. Just type in the Client's name or group name and hit enter.