Quick Search facility added

A new Quick Search facility has been added.

Quick Search appears in the Task Pane and can be accessed by either clicking in the Search box or pressing Ctrl+Q.

Searching based upon Client name and Phone Numbers (and other contact methods, e.g., Email, depending on the database size) occurs while the User is typing into the Quick Search box. This can be disabled from Tools, Global Settings, Search (as can searching on Account Name which may cause unpredictable results for some companies).

Pressing enter will perform a deeper (and therefore slower) search and will also search Security Statements.

Dropdown combo boxes (DBComboBox) such as Clients and Accounts integrate into this new Quick Search in that right-clicking on the DBComboBox will either show the top match (the item flagged with a tick) if not items are selected, otherwise a list of all selected rows. The following forms also integrate via a new Search button next to the DBComboBox which opens a Quick Search popup. This behaviour can be customised via the Tools, User Preferences, Search page, e.g., to only show the 'Search' button:

• Account forms
• Close Account wizard (includes Refinance Account wizard)
• New Account wizard
• Account Quotation wizard (Client dropdown)
• Account Payment Transfer wizard
• New Pending Withdrawal wizard
• Account Transfer wizard
• Create Account Document wizard (from Send Document action on Accounts form)
• Account forms (form needs to be dragged to the Taskpane to allow Account entry)
• Accept or Decline Account wizard
• Account Balance Adjustment wizard
• Account Credit Bureau Default wizard
• Account Credit Limit Change wizard
• Account Date Change wizard
• Account Default Interest Rate Change wizard
• Account Direct Debit Stop wizard
• Account Interest Adjustment wizard
• Account Interest Cycle Change wizard
• Account Interest Rate Instruction Change wizard
• Account Interest Rate Change wizard
• Account Log (Application shortcut needs to be modified to remove the 'AccountId=' parameter after dragging to Taskpane to allow Account entry)
• Account Maturity Date Change wizard
• Account Minimum Payment Change wizard
• Account Monitor Category Change wizard
• Account Other Interest Rate Change wizard
• Account Payment wizard
• Account Payment Arrangement wizard
• Account Payment Details wizard (cannot currently be opened apart from the Accounts form)
• Account Restructure wizard
• Account Statement Change wizard
• Account Suspension wizard
• Account withdrawal wizard
• Suspense Items wizard
• Client
• Account Client (from Accounts form, Clients grid)
• Client Contact Method (Linked Client)
• Client Employment (Linked Client)
• Client Identification Decision wizard
• Combine Clients
• Credit Enquiry wizard
• New Client wizard (when creating a second Client)
• Client forms (form needs to be dragged to the Taskpane to allow Client entry)
• Client Log (Application shortcut needs to be modified to remove the 'ClientId=' parameter after dragging to Taskpane to allow Client entry)
• Client Type Change wizard
• Create Client Document wizard (from Send Document action on Clients form)
• Other
• Email Message (when Type is Account or Client and Account on the Fee page)
• SMS Message (when Type is Account or Client and Account on the Fee page)
• New Workflow wizard

When a grid has a lookup button (e.g., Account Clients), this is now replaced with a 'Search' button unless the User has opted to only display a 'Find' button (since grid cells can only display a single button).

The following Forms have been updated:

• Accounts form, Clients grid
• Bank Entry wizard, Items and Splits grids
• New Account wizard, Clients grid
• Security Statements form, Accounts and Clients grids
• Securitisation Allocation wizard
• Transaction Entry wizard

A Script to summarise the selected Search result can also be defined under Tools, Global Settings, Search