Using a default search can dramatically improve a users experience when searching for records. For the data areas that support advanced searches, such as Client and Sections, adding a default filter can benefit the user in several ways.
- Initial load of the search results list is faster than opening a list with all records.
- Users can default to the most common fields they use.
- Saved and default searches are unique to each user.
Creating a Default Filter That Opens Sections Without Records
- This example demonstrates how to create a default Sections filter with no resulting records. This helps the initial results list to load faster.
- Navigate to Services > Sections.
- Make sure no existing searches are active.
- Type a word in the Keyword search that is most likely not to exist. In this example, we use "BlankList".
- Search for the records using that keyword.
- Save the search and set the saved search as a default.
Rick Stern
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