Practice Engine Search fields are marginal at best as you cannot specify which fields you want to search, you cannot search symbols, nor can you add "search operators" (quotations, and/or, etc). Without this, narrowing down jobs to add to batches or simply trying to find work that is "CHG" vs "NONCHG" is impossible.
While it is a nice feature to be able to export from most tables, this is not always the most effecient way of viewing data.
100% agree. People have such a hard time narrowing their search that they just give up. I've heard this will be improved in the new version. I hope that's true!!
There are currently no plans regarding the planned development to change the search functionality.
The Data Insights project will be looking to provide a query tool for reporting purposes but this will not be on any of the main grids.
As this has now been raised as a feature request, we will consider it for future development in the normal fashion.
For us, at a minimum it would be nice to see something like the "Extended" search capabilities on the Client search grid added to the job grids and the ability to use search operators as suggested above. Ideally, it would be filters on the individual columns like what you can do in excel - even just being able to do this on a couple key columns like job name, template, and partner/manager would make an enormous difference.
Thanks for the extra info Stephanie. We will certainly keep this in mind.
The planned Grid Filtering will potentially address this request
We have just finished the first Filtered Grid that will be released shortly and will provide this functionality. Initially this is just on the Staff Jobs grid but will be rolled out to other grids within the system.
