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.
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.