Last search option
When doing a customer or location search, keep the last used option. For example, if the last search was by Full Location Address, default back to that when performing another search. Most often we use Customer Name, but it goes back to Customer Number when doing the next search.
Phillip Allison
shared this idea
This work item has been completed and is available in UMS version 6.9.
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Vanessa Jacobson
commented
We have UMS version 6.9.339.8694 but we don't seem to have this feature. Is there something we need to do to enable this feature?
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Kim
commented
It would be fantastic if we could set our individual search preferences. This would save us from having to reset the search option each time. We at CU use addresses primarily to find accounts as most people do not remember their account numbers. Or the customer isn't sure if they or the other person is the primary.
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Stephanie Sprague
commented
I agree with this. The only way it will go back to your prior used search category is if you "clear" the control panel first. It would be nice not to have that extra step in between.