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Search Screens- Save my search criteria (#3608)

Vicky Stephenson

February 23, 2016 14:53

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When using V8 search screens (Contacts, Clients, Staff) a user could click the browser back button after selecting one of the records from the list and the search list would be displayed again.

 

In V9 when you click back the search screen is displayed but it is blank and you need to enter your search criteria again.

 

Is it possible to return to the search list retaining your previous search criteria.

 

This is something that administrators may need to do when reviewing data or looking for information.

 

Thanks

Colin

 

**If you go to the extended Client search, and enter a search criteria in either partner or manager, then make a selection (go to the clients dashboard) if you then navigate back to the search, your search criteria has been saved to the screen, and the search list is available to you.

If however, you put in a search criteria for Client name, Short code or code, then the search criteria is not saved when you return to it after making a selection.

Perhaps a clear button is needed to clear search header also?**

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3 comments

• 
  Michelle Harris April 14, 2016 10:08 Official comment

  This is planned as part of 9.5 which is currently in development

• 0
  
  Scott Collier February 25, 2016 13:31

  Totally Agree

• 0
  
  Mike Caltagirone April 15, 2016 15:43

  This functionality has been added to 9.5

  In the Staff, Client, or Contact search screens, all search criteria will be saved on a per session basis and can be cleared by clicking either the "X" or "Clear" button, or manually clearing the field.

  For example in the Staff Search screen on the "Simple" search, search criteria will be saved during the session until you click the "X" or manually clear the search field.  (See screen shot below.)

  

  For example in the Staff Search screen on the "Extended" search, all search criteria will be saved during the session until you click the "Clear" button or manually clear the search fields.  (See screen shot below.)