How do I start using it?
Client Search Results
What's Changed:
Direct Integration: On click Search ; Clients and running the Search, Client search results now open in the main Client form
Full Functionality: All Client form features available immediately from search results
No More Switching: Work directly with search results - no need to navigate elsewhere
Interface Features:
Clear Search Context
Search Results indicator: Always know when you're viewing search results. There is a Search Results pill that appears with X button to indicate you are viewing search results.
Easy Exit: Click the X to return to normal Client browsing
Preserved Settings: Your filters and view preferences are maintained
Streamlined Toolbar
Focused Interface: Filter and New buttons hidden during search to reduce clutter
Context-Aware: Only relevant actions displayed for search workflow
Enhanced Client Actions
Reorganized Toolbar Structure
New 'Tag' Dropdown
Dedicated Tag Actions: All tagging features grouped in one convenient location
Moved Actions:
Tag → Tag dropdown
Add to Saved Tag File → Tag dropdown
New 'Send' Dropdown
Communication Hub: All sending actions organized together
Available Options:
Send SMS
Send Batch SMS
Send Mailshot
New 'Attributes' Dropdown (Search Results Only)
Bulk Operations: Efficiently manage client attributes
Available Options:
Add Attributes to All
Add Attributes to Selected
Remove Attributes from All
Remove Attributes from Selected
Search-Specific Actions
When viewing search results, additional options become available:
Remove from Results: Under Action button dropdown. It can be used to clean up your search results as you work
Add All Results to Saved Tag File: Bulk tag management
Tag All Results: Tags entire result set
Enhanced Table View
New Column Options
Configure your Client table view with additional columns:
Client Id (renamed from "Client" for clarity)
Country (from latest address)
County (from latest address)
Source (from Details tab)
Notes (from Notes tab)
Contact Search
Contact Search Results
What's Changed:
Direct Integration: On click Search ; Clients and running the Search, Contact search results now open in the main Contact form
Complete Access: All Contact form functionality available immediately
Seamless Workflow: Work with search results without switching screens
Enhanced Contact ActionsHow do I start using it?
Client Search Results
What's Changed:
Direct Integration: On click Search ; Clients and running the Search, Client search results now open in the main Client form
Full Functionality: All Client form features available immediately from search results
No More Switching: Work directly with search results - no need to navigate elsewhere
Interface Features:
Clear Search Context
Search Results indicator: Always know when you're viewing search results. There is a Search Results pill that appears with X button to indicate you are viewing search results.
Easy Exit: Click the X to return to normal Client browsing
Preserved Settings: Your filters and view preferences are maintained
Streamlined Toolbar
Focused Interface: Filter and New buttons hidden during search to reduce clutter
Context-Aware: Only relevant actions displayed for search workflow
Enhanced Client Actions
Reorganized Toolbar Structure
New 'Tag' Dropdown
Dedicated Tag Actions: All tagging features grouped in one convenient location
Moved Actions:
Tag → Tag dropdown
Add to Saved Tag File → Tag dropdown
New 'Send' Dropdown
Communication Hub: All sending actions organized together
Available Options:
Send SMS
Send Batch SMS
Send Mailshot
New 'Attributes' Dropdown (Search Results Only)
Bulk Operations: Efficiently manage client attributes
Available Options:
Add Attributes to All
Add Attributes to Selected
Remove Attributes from All
Remove Attributes from Selected
Search-Specific Actions
When viewing search results, additional options become available:
Remove from Results: Under Action button dropdown. It can be used to clean up your search results as you work
Add All Results to Saved Tag File: Bulk tag management
Tag All Results: Tags entire result set
Enhanced Table View
New Column Options
Configure your Client table view with additional columns:
Client Id (renamed from "Client" for clarity)
Country (from latest address)
County (from latest address)
Source (from Details tab)
Notes (from Notes tab)
Contact Search
Contact Search Results
What's Changed:
Direct Integration: On click Search ; Clients and running the Search, Contact search results now open in the main Contact form
Complete Access: All Contact form functionality available immediately
Seamless Workflow: Work with search results without switching screens
Enhanced Contact Actions
Reorganized Toolbar Structure
New 'Tag' Dropdown
Consolidated Tagging: All tag-related actions in one place
Moved Actions:
Tag → Tag dropdown
Add to Saved Tag File → Tag dropdown
New 'Send' Dropdown
Communication Centre: All sending options grouped together
Available Options:
Send SMS
Send Batch SMS
Send Mailshot
Send Batch Email
Send CV
New Attributes Dropdown (Search Results Only)
Bulk Management: Efficiently handle contact attributes
Complete Options: Add/remove attributes to all or selected contacts
Relocated Actions
Right to be Forgotten: Moved to main Action dropdown for better accessibility
Search-Specific Enhancements
Exclusive search result features:
Remove from Results: Refine results as you work
Send CV to All: Bulk CV distribution to all results
Add All Results to Saved Tag File: Comprehensive tag management
Tag All Results: Apply tags to complete result set
Enhanced Table View
Improved Column Management
New and improved column options:
Client Id (renamed from "Client")
Contact Position (from Details tab)
Primary Consultant (renamed and fixed display issues)
Getting Started
For Current Users:
Search as usual: Use your normal search process
Notice the unified interface: Results now appear in the main form
Explore new dropdowns: Check out Tag, Send, and Attributes options
Use search-specific features: Take advantage of bulk operations
Key Navigation Tips:
Look for the 'Search Results' indicator to know when you're in search mode
Click the X to return to normal form browsing
Use new dropdown menus for organized access to actions
Explore table view columns for enhanced data visibility