This Week in Sydnee – July 17th

This week’s release focused on helping teams move through Sydnee faster while making custom domain setup significantly easier.

Universal Search Is Here

One of the biggest workflow improvements we’ve shipped is Universal Search.

You can now open search from anywhere in Sydnee using ⌘ + K on Mac, Ctrl + K on Windows, or by clicking the Search button in the bottom-left sidebar.

Instead of remembering where something lives, you can simply search for it.

Universal Search can find:

• Accounts
• Deliverables
• Files & folders
• Requests
• Tasks (including completed tasks)
• Live Chat conversations
• Teammates
• Pages
• Settings

You can search your entire workspace or narrow your search to exactly what you’re working on, including:

• The current account
• The current account’s files
• The current account’s tasks
• The current account’s requests
• Live Chat

If you open search without typing anything, Sydnee immediately surfaces useful shortcuts like your pinned accounts, recent deliverables, recent files, recent requests, recent tasks, and recent conversations so you can jump back into work even faster.

Search results also provide additional context to make similarly named items easier to distinguish. Depending on what you’re viewing, you’ll see information like:

• Associated account
• Folder location
• Task section
• Request status
• Relevant dates

Files display thumbnails when available (or file-type icons), while accounts, folders, requests, conversations, teammates, and tasks all have their own visual treatments to make scanning results much quicker.

When you select a result, Sydnee takes you directly to that item instead of simply opening the module and making you find it yourself.

Keyboard users can navigate the entire experience without touching the mouse using the arrow keys, Enter, and Escape.

As always, search respects your existing permissions. You’ll only see content you already have access to—including folder permissions and restricted task sections.

We also made sure search stays up-to-date by refreshing results every time it’s opened, while intentionally excluding sensitive content like chat messages, comments, and descriptions from indexing.

This is one of those features that’s hard to appreciate until you’ve used it for a day or two—but once you do, it’s difficult to imagine working without it.

Better Custom Domain Setup

We’ve also completely overhauled the custom domain experience.

Owners and admins can now connect and manage branded portal domains directly from Company Settings, whether they’re using a full domain or something like portal.yourcompany.com.

Setting up DNS can be intimidating, so we focused heavily on making the process much clearer.

If your DNS provider requires ownership verification, Sydnee now walks you through the process instead of leaving you at a dead end. The setup screen provides the exact TXT record type, name, and value you need, complete with one-click copy buttons to reduce mistakes.

Once you’ve added the record, simply click Verify TXT Record. If DNS hasn’t propagated yet, Sydnee explains what’s happening and lets you retry whenever you’re ready – without restarting the setup.

After ownership is confirmed, Sydnee validates the remaining DNS configuration and tells you exactly which A or CNAME record should be added to finish routing your portal.

We’ve also added several quality-of-life improvements throughout the experience:

• Better validation before submitting a domain
• Clear guidance not to include https:// or URL paths
• Recommendations for the common portal.yourdomain.com setup while still allowing root domains
• Helpful messaging if a domain is already connected elsewhere
• The ability to cancel an unfinished verification or safely switch back to your Sydnee subdomain at any time

Even the standard Sydnee subdomain setup received improvements, with clearer availability checks and better validation around length and allowed characters.

As always, thank you to everyone sending feedback and feature requests. Many of these improvements came directly from conversations with customers, and we’ve got plenty more in the pipeline.