Difference between revisions of "Talk:Search for Client Details"

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The bolt icon next to "Jump to client" isnt entirely clear that it is used to search for the record id entered. Some users have been frustrated and think this feature does not work, as they enter the ID and then hit "Search now" and it does not work. It may be better to let the search now button double as the jump to id search if an id is entered. - JC 02/10/24
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The bolt icon next to "Jump to client" isnt entirely clear that it is used to search for the record id entered. Some users have been frustrated and think this feature does not work, as they enter the ID and then hit "Search now" and get the equivalent of an empty search. It may be better to let the search now button double as the jump to id search if an id is entered. - JC 02/10/24

Latest revision as of 09:02, 2 October 2024

The text next to the Jump To field does not make sense: "If you know the Client, type it here and hit the Enter key" The word 'ID' needs to come after 'Client' to make it clear this field is not for the name. - HB 22/04/2024


Once this page has TitleWithButtons, should the Jump To be a control in the top row? Right now it divides the search criteria caption, "Enter Search Criteria - either part or all of the information", from the search criteria inputs. Moving the Jump To would make the user choice clearer: either search with the form or jump with the action controls.


The bolt icon next to "Jump to client" isnt entirely clear that it is used to search for the record id entered. Some users have been frustrated and think this feature does not work, as they enter the ID and then hit "Search now" and get the equivalent of an empty search. It may be better to let the search now button double as the jump to id search if an id is entered. - JC 02/10/24