We are excited to announce a useful enhancement to the CRM platform that will make it easier and faster for you and your team to locate important documents in the Opportunities module.

Introducing the New Attachments Search Feature

In the Attachments tab under an Opportunity, a new search bar has been implemented, allowing you to filter and find documents by their names effortlessly. This enhancement is designed to save you time and provide greater efficiency in managing your workflow.

Key Features:

• Real-Time Filtering: As you type in the search bar, the table dynamically updates to display only the documents that match the entered keyword.
• Case-Insensitive Search: No need to worry about capitalization, search results will appear regardless of whether your keyword is in upper or lower case.
• Simplified Document Management: Quickly locate specific files by filtering the list based on the document name, removing irrelevant items from view.

Seamless Design Integration

The search field is positioned conveniently above the attachments table, ensuring a user-friendly experience. This intuitive design ensures that your team can quickly adapt to and utilize the new functionality.

We’re committed to continuously improving the tools you use every day. 

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better. 

Mercury Product Team