If you need to find an item in Thryv Business Center™, but aren't sure where to look, Global Search can be the fastest way to find it. At the top of every page in Thryv Business Center is one global search bar that simultaneously searches your:

• Clients
• Bookings
• Payments
• Estimates
• Documents
• Conversations

When performing a search, results will automatically drop down, segmented by the type of item (Clients, Appointments, Payments, etc). To see the full results page, click on View All Results With "your search term"

Article Contents:

• Show All Results Page
• Search by Client Name
• Search by Service Name
• Search Documents

Show All Results Page

Scroll down to the very bottom of your search results to reach the Show All Results Page. There you will see a detailed breakdown of each possible result for your search term. Across the top you can filter to any Clients, Bookings, Payments, Estimates, Documents, or Conversations associated with your search term.

Search by Client Name

When you search a client's name in the global search, the drop-down will containt the following

• All clients with that name (You can search by first and last name for a specific client
• All bookings (including appointments and group events) with that name
• All invoices, estimates, and payments for that name
• Any documents sent to or from  clients with that name
• A link to any conversations with clients who have that name

You can also search by email address or phone number, and these results will bring up the client card specifically. This may be a faster way to search if your intention is to find the client card.

Search by Service Name

You can also search by the service performed. Enter the name of the service, and all appointments containing this service name will appear. 

High Thryver Tip: If you want to see Estimates or conversations about the service, click on View All Results. This is the quickest way to see the conversation around sending that item.

Search Documents

If you search the name of a document, Thryv Business Center will show a list of all customers that document was sent to.

Thryv Business Center may be a powerful software that can tackle your day-to-day needs, but that doesn't mean it has to be hard to find things! Use the global search to find what you're looking for. Want to search in more detail on your client list specifically? Click Here for our guide to filtering your client list!

Don't see your question here? Ask our User Community! To create your post, or answer another user's question, all you have to do is log in with your Thryv credentials