Omnisearch Default Setting
In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a customer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?
AdminTodd Smith
(Delivery Manager, CUSI)
shared this idea
Thank you for submitting this enhancement request.
We are pleased to inform you that this functionality has been addressed through the addition of Legacy Search in UB4. Legacy Search allows users to perform searches by Customer Number directly, without needing to manually select a search type with each query.
If you need help configuring Legacy Search, please reach out to our technical support staff at techsupport@cusi.com. We appreciate your feedback and your continued engagement in helping shape the UB4 platform.
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Brittney Arms
commented
Our company would like if you can select a default search option. We primarily search by address so we have to click "street no., name & suffix" every time we search a customer.
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Marilyn
commented
In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a cu8stomer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?