This article explains how setting up a default filter can enhance the search experience by making search results load faster and allowing users to focus on their most common search criteria. By creating default filters for specific data areas like Client and Sections, users can optimize their workflow and streamline record searches.
Benefits of Using a Default Search Filter:
- Faster Search Load Times: Initial search results will load faster as the list of records will be filtered by default.
- Customization: Users can set their most commonly used fields as defaults for easy access.
- User-Specific Searches: Saved and default searches are unique to each user, ensuring personalized results.
Step-by-Step Instructions:
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Navigate to the Sections Page:
- Go to Services > Sections.
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Ensure No Active Searches:
- Confirm that no existing searches are currently active before proceeding.
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Enter a Non-Existent Keyword:
- In the Keyword search field, type a word that is unlikely to exist in the records (e.g., BlankList).
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Perform the Search:
- Click the search button to search for records using the chosen keyword.
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Save the Search:
- Once the search results appear (which will be empty due to the non-existent keyword), save the search.
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Set as Default:
- Set the saved search as your default search for future use.
Key Notes:
- This method helps improve search performance by creating a default filter that yields no records, causing the results list to load faster.
- Make sure the chosen keyword has no results, as the goal is to create a filter that does not display records.
Conclusion:
By following these steps, you can set up a default filter that streamlines your search process, making your search results load more efficiently and focusing on your most-used criteria. For further assistance, refer to related articles or contact support.