Full-Text & Fuzzy Search
Find the record you're thinking of even when you half-remember the name, spell it wrong, or only have a number scribbled on a note.
A surname typed without its umlaut. The account comes back, and so do the policy, the claim and the contact behind it — each showing the field that matched.
Ranked, not alphabetical
Matches are scored and the matching words highlighted, so the record you meant sits at the top of the list.
Typos still find it
Similarity matching catches near-misses and accents are normalised, so a mistyped surname still returns the client.
One search, everything
A single index spans every searchable record type, so one query reaches leads, policies, claims and cases together.
You choose what's searchable
Searchability is a setting per record type and per field, so internal references stay out of the results.
Where you'll use it
Why we like this one
Search is the feature nobody puts in a business case and everybody uses forty times a day. When it only matches exact spellings, people work around it — their own spreadsheets, a colleague who knows where things are, a duplicate because recreating the record was easier than finding it.
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