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6 comments

  • Official comment
    Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Hello AG$, thank you for you post! We have just launched an update to the global search bar. The global search bar is intended to search for clients by first and last name. 

    We have added you to a feedback request for searching by invoice number, this will ensure you are notified on the progress of that feature. Thank you for your post, and please leave another comment or post if you have any other questions!

  • Steffie
    Community Champion
    Silver Ace Answerer
    Conversation Starter
    Thryv Employee

    Hello AG$ and thank you for your inquiry. You can simply type your query into the search bar located at the top, known as the master search, to find the invoice needed. Please refer to the image below. I hope this information is helpful!

     

    0
  • AG$
    Likable
    Bronze Rapid Responder
    Bronze Brainstormer

    I do not have that option

     

    0
  • Steffie
    Community Champion
    Silver Ace Answerer
    Conversation Starter
    Thryv Employee

    Hey there, AG$ and thanks for your reply. The master search is the search bar on any page within Thryv, just left of the orange Help button, and your notifications. Are you able to see this search bar? Once there, you'll be able to search anything within your Thryv, including an estimate number. Hope this larger image helps but please let me know if not. Thanks!  

     

    0
  • AG$
    Likable
    Bronze Rapid Responder
    Bronze Brainstormer

    Hi Steffie... Do you know when this 'Search by Invoice' update will roll out? The last update was only by customer name. thx

    0
  • Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Hi there, I'm jumping in here as Steffie wouldn't have information on roadmap items in her role.

    It is something that we are looking at but don't have a timeline currently. However we will return and update this thread when the feature is released, including detailed help on how to use

    1

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