In addition to some behind-the-scenes programming development and improvement of our internal systems, here are some exciting new features that we at Quintify have rolled out recently into all of our core products:
Global search now looks inside of uploaded PDF files and Microsoft Office documents and includes their contents in search results.
I’m not sure if I’ve mentioned global search in this blog, but this cool feature allows you to search across all of the “things” in your system in one search box and one set of search results ordered by relevancy. This way you can search client records, notes, orders, products, jots, projects, tasks, and so on from a single search 
box. (Compared to our “filters” search capability that allows you to drill down with precision, this global search capability allows you to cast a wide net. Both complement each other very well.)
Now, these search results include the contents of the PDF files and MS Office documents you’ve uploaded into your system. I played around with this by creating a one-sentence MS Word document that said “how now brown cow”. Then I uploaded that into our database system and did a global search for “brown cow” and my Word document showed up in the search results. Nice!
Improved lead/client import via a spreadsheet upload
In the past our system was “picky” about the spreadsheets that could be uploaded into them to import data — in particular the columns in the spreadsheet had to be in a certain order, and if you weren’t including information for one of the fields in the database you had to include that column but leave it blank. And you could only include information for a particular set of fields/columns. (Sorry about that!)
Now, the lead/client upload page does not require your spreadsheet’s columns to be in any particular order, and you can also add addition columns of information that can be added in as client notes.
“Quick jump” links on the “List Clients” and “List Documents” pages that allow you to quickly pull up the status or category that you want.
A client with many different kinds of many documents in their system asked for a quick way to filter to a particular category of documents, e.g. “forms” or “blank contracts”. We had wanted similar functionality for our own system and went ahead and included it in all of our core products as well.
This is particularly helpful on the “List Clients” page, because with it you can immediately jump to your list of “Suspects”, “Prospects”, “Shoppers”, “Customers”, etc. — or whatever set of client statuses you have set up in your system.
Enjoy!
