Ability to search trip by client name, not just trip name.
under review
N
Neon green Sawfish
Under the "trips" tab, it would be great if "searching" could include the client name, not just the trip name. For example, I might name the trip 'The Johnson Family's Summer Vacation", but if the primary client's first name is Mary, it'd be nice to be able to type in "mary" and have it come up in the results.
B
Broad Octopus
It would also be great to search clients by phone number, email address, etc. I currently only take phone calls by appointment only, but it's nice to just check to see if the phone number that is calling me is someone that is traveling and might need immediate assistance. In my old system, I could quickly type a phone number in the search bar and it would show me exactly who it was, and that was incredibly handy! Saves me from answering a call I don't need to take!
S
Super Koi
Yes, please. I am finding I have to name the trip with the clients name. It presents better to the client if .you can describe their vacation and invoke excitement. "Joe and Janes Cruise" is not exciting
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under review