Reckon Product Ideas

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Having a Search Bar at the top of the Contacts Lists

Having the ability to search for a Contact (like we can when creating a transaction) rather than scrolling down the lists would save a lot of time and avoid the possibility of creating a duplicate entry.  Preferably the search would look for the search text anywhere in the Name Field.  I appreciate that a workaround would be to filter on the name.

  • Guest
  • Jul 22 2019
  • Already exists
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  • Admin
    Jason Hollis commented
    24 Jul, 2019 04:08am

    Cheers Gavin. Yes we tried the best we could to make it intuitive by changing the icon to a filter a while back. It's really hard without cluttering the column headers. We also added an AppCue to tell new users about filtering. We probably won't go with 3 search options and hence why I suggested the global search idea instead. We have created a PoC already and we think it will suit your purpose. Kind regards, Jason.

  • Guest commented
    23 Jul, 2019 09:14am

    Yes - the ability to filter on a field does exist although its not very intuitive.  I was proposing a search bar for a contact's name at the top of the lists, similar to what is offered when entering an invoice/bill, what is offered in packages like Hosted or basically any other program that shows a list of contact name to be managed.

    So, this does not exist already but I appreciate that you are satisfied with the method provided.

    As suggested I have put in my vote although I think it is possibly more complicated than what I was proposing.