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    Using Quick Search

    Find information quickly across your organization's records using the Dashboard's search feature

    Quick Search is a powerful feature that allows you to instantly find pets, adopters, events, and tasks from anywhere in your PawPlacer account.

    How to Access Quick Search

    The Quick Search bar is located in the right panel of your dashboard:

    1. On desktop, it appears in the right-side panel with a greeting message
    2. On mobile, scroll down to find the search section

    Personalized Greeting

    Above the search bar, you'll see a personalized greeting that changes based on the time of day:

    • Morning: "Good morning, [Your Name]"
    • Afternoon: "Good afternoon, [Your Name]"
    • Evening: "Good evening, [Your Name]"

    This greeting uses your account name to provide a personal touch to your dashboard experience.

    How to Search

    1. Click on the search bar below the greeting message
    2. Type the name or keywords related to what you're looking for
    3. Press Enter or click the Search button to execute the search
    4. Click the X button to clear your search and start over

    What You Can Search

    Quick Search will look for matches across:

    • Pets: Find animals by name
    • Adopters: Locate potential pet parents by name
    • Events: Find scheduled events by title
    • Tasks: Locate tasks by name or description

    Understanding Search Results

    Results are organized into categories with up to 3 items shown per category:

    • Tasks: Sorted by due date, showing task name and time
    • Events: Sorted by start time, showing event name and details
    • Pets: Alphabetically sorted, showing pet name and image
    • Adopters: Alphabetically sorted, showing adopter name

    Each category appears only if there are matching results.

    Interacting with Search Results

    Click on any search result to:

    • Tasks: Opens a window where you can view details, update status, edit, or delete the task
    • Events: Opens a window where you can view details, edit information, or delete the event
    • Pets: Navigate to the pet's full profile page
    • Adopters: Navigate to the adopter's profile page

    When No Results Are Found

    If your search returns no results:

    • You'll see a "No results found" message
    • Double-check your spelling
    • Try using partial names or different keywords
    • If you haven't added any data yet, you'll see an option to import data

    Tips for Effective Searching

    • Search is case-insensitive
    • Partial name matches work (e.g., "Max" will find "Maxwell")
    • Only active pets and pending/active adopters appear in results
    • Results are limited to 3 items per category for quick scanning

    Quick Search provides fast access to your most important organization data directly from the dashboard, helping you find what you need without navigating away from your daily overview.

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