| Id: | 14467 |
| Product: | finPOWER Connect |
| Type: | NEW |
| Version: | 3.00.05 |
| Opened: | 05/10/2016 |
| Closed: | 29/03/2017 |
| Released: | 10/04/2017 |
| Job: | J018161 |
 High Importance |
|
Quick Search; Changes and enhancements
The following changes have been made to the Quick Search facility.
* Quick Search form (when shown from a Search button or from the "More >>" link in the Task Pane) is now wider (600px from 400px).
* The split on the Quick Search form now favours the preview slightly more.
The business layer finQuickSearch object has been updated:
* Now accounts better for the "priority" object type, e.g., from the Accounts form, the priority is Accounts.
* In the case of Accounts, any Clients found will be prioritied based upon whether they have "Open", "Quote" or "Closed (Pending)" Accounts.
* Client-based searches will also be prioritied (although lesser so) based on whether the Client has non-closed Accounts.
Quick Search Summary Pages have also been updated:
* Client (QuickSearch_ResultSummary_Client)
* Now displays more Account columns.
* Account (QuickSearch_ResultSummary_Account)
* Clients table now displays more information. Previously just showed an icon and Client Name
NOTE: Depending on the available screen space, certain columns automatically hide themselves. Also, the Warnings link is disabled when in "Popup" mode since this closed the popup form.
Quick Search Results now allow a customisable "Info" column:
* Global Settings, General, Search
* Defines what (if anything) is displayed in the "Info" column for Accounts and Clients.
* Right-clicking lists available fields to include.
* In the Task Pane, Quick Search, the "Info" column is only displayed if the Task Pane is over 320px wide.