Your Find A Client Menu is the best way to search for all of your clients - and we've made it cleaner, smoother, and more functional! Now, you can see your most recently worked-on clients, and type to search for all of the others - no more endless scrolling.
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You can search for clients by first or last name, and can still add new clients from this Find A Client Menu.
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Can't remember who you're looking for? We've preserved the ability to see a full list of all of your contacts using the All Contacts dropdown field at the bottom.
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Additionally, the CRM Sync button has now moved to the bottom of this search menu. Press this to run a manual sync with your CRM to make sure everything is up-to-date — or simply wait for our automated syncs to run overnight!
Don't forget to leave your feedback and let us know how we can continue to improve your experience in Hubly!