Improvements to the global search

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Avery Hamilton

• March 09, 2021 20:13

It would be REALLY nice if when using the global search, the active accounts showed on the results before the inactive accounts. Most times we are using the global search to search for active clients, caregivers and contacts. Sometimes the inactive people show at the top. for example, if I type the name Mary right now in my environment, the first 9 results are all connected to previous clients (even though we have quite a few active "Mary's" at any given time!)  It would also be super helpful if clients, caregivers and contacts all showed a little bit different in the global search - perhaps a different coloured background or different coloured font. these slight changes could help us navigate our site much better. 

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• Official comment

  

  Alexandra Dunne

  • August 11, 2021 19:41

  Hi everyone,

  Thank you for all this feedback. I've had a chance to speak to our product team and it is a known issue that the global search and profile management functions are in need of an overhaul. Unfortunately, due to capacity issues, these improvements are not on the roadmap for the coming quarter. However, the team has been made aware that there is a lot of interest in improving these features so it's definitely something that's on their radar for the future. 

  Alex 

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  BI - Forum Moderator

  • March 26, 2021 17:17

  Hi Avery, some neat suggestions for improvements to our global search, thanks! I'll make sure that gets to the product team.

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  David Johns

  • March 26, 2021 19:23

  This is a great suggestion! 

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  Lorraine Stevens

  • May 04, 2021 22:52

  Yes! I would love to have the option of being able to filter out only the active clients and caregivers

   

  Great suggestion, Avery :)

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  Lorraine Stevens

  • June 02, 2021 17:47

  Hi there!

  Following up on any advancements with this suggestion. It would be really helpful if we could filter out active clients or employees instead of all of them. 

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  Jan Barton

  • August 04, 2021 12:43

  Came in today to add a similar suggestion so I will add to this thread.

  It would be helpful to possibly prioritize client names in the search results so they appear first then client contacts after. 

  Here is an example of a Dr. who is a client contact of may of our clients, there is a client with similar name that we can't access from the search bar because the results return only the Dr's name.

  

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  Tom Cunningham

  • September 29, 2021 05:37

  Agree all the search tools need some work, they need better filters, search strings etc.  They are also very laggy,  - searching on a reliable unique identifier like the AC number takes ages to return findings, when logically this should be the quickest results return.  Would love to see this bumped up in the development backlog. 

   

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  Alexandra Dunne

  • September 29, 2021 13:28

  Thanks Tom and Jan,

  I've added this feedback to the list for future Global Search revamp.

  Please feel free to keep adding suggestions to this thread.

  Alex

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  Brigitte Spielmann

  • January 27, 2022 05:05

  Hi there

  I agree with all of the above comments - it is rather painful and definitely need improving. Any update re ETA?

  Thank you

  Brigitte

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