Can I search for keywords in my client records?

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:
  1. Command + F (on Mac)
  2. ​Ctrl + F (on Windows)

A search bar will appear, allowing you to locate specific words or phrases on the page easily.