Search & Filters Overhaul: Find Anything Instantly
A completely rebuilt search experience with global search, saved filters, and smart suggestions that learn from your usage patterns.
Finding the right record in a database of thousands should take seconds, not minutes. Our new search and filter system makes that a reality.
Global Search
Press Cmd+K (or Ctrl+K) from anywhere in TrueValue to open global search. It searches across contacts, deals, tasks, emails, invoices, and documents simultaneously. Results are ranked by relevance and recency.
Advanced Filters
- Combine any number of conditions with AND/OR logic
- Filter on custom fields, dates, amounts, and relationship properties
- Save filters as named views and share them with your team
- Smart suggestions based on your most-used filter combinations
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