We’re excited to announce an improved search function in this version of EZnet Scheduler. In this release, we are introducing a new universal search feature to the calendar which enables you to search any field in a universal search bar. You no longer have to search in an individual field—this is a major improvement to the overall user experience.
Configure EZnet Scheduler to save customer data
In order for this to work, you need to make sure your settings are configured properly to allow saving contacts. To do this, go to Company Account > Company Administration > Appointment Options > Company Settings.
Under Company Settings, in the third column third row down, change “Auto-Save Clients” to “Always”.
Scroll down to the bottom of the page and select Save Company Data.
How to use the new universal search feature
Follow these steps to use the new universal search feature:
1. To search, click the calendar anywhere
2. Enter any part or all of your search query and then select the Search button.
3. The search results appear right in the window
4. Click on the person's name to open the record
That’s it. You’re all set.
To learn about other improvements we’ve made to the Scheduler check out this article on all the changes. (link to the article).