Can I search for keywords in my client records?
While the Psylio platform doesn’t have a built-in feature for searching your notes or client record information, you can still find key details quickly using a browser shortcut.
Here’s how:
Open the record and navigate to the section you want to search. Press:
- Command + F (on Mac)
- Ctrl + F (on Windows)
A search bar will appear, allowing you to locate specific words or phrases on the page easily.
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