Searching clients

Once you've got twenty, a hundred, or a thousand clients in the database, scrolling stops being practical. Bulido gives you two ways to find a contact fast: the search box and sorting.

Search box

Above the client list you'll find a Search clients field. Type a fragment of any of these four:

• First name — e.g. Anna.
• Last name — e.g. Smith.
• Phone — e.g. 504.
• Email — e.g. gmail.

You need at least 2 characters for filtering to kick in. Results show as you type — no need to hit "search".

If nothing matches, you'll see "No clients found matching "{query}"". Clear the query with Clear search.

Sorting

Independent of the search, you can sort the list by:

• Client: A–Z / Z–A — alphabetically by last name.
• City: A–Z / Z–A — by location.
• Created date: newest / oldest — when the client was added.
• Last quote: newest / oldest — which client had the most recent activity.

"Last quote: newest" is especially handy when you want to see who's currently active.

Global search

If you can't remember whether you're after a client or a quote, use global search in the top bar of the dashboard (available from any page). It searches clients, quotes, and projects all at once. The field needs at least 2 characters.

What's next

• See the history of quotes and projects for a client
• Add a note to a client card