Increasing Search Tab Criteria

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02 August 2013 15:16

Increasing Search Tab criteria

 

The new search tab that states “Enter something to search for. It can be a case number, a clients or agents name, or some other piece of text or date you know about and we'll see if we can find what you're looking for”.

 

Currently when you enter the name into the search, you get a long list of all of their policies. I was looking for a particular address and the only way I could find this was to individually “View” each of the many entries until I could match up the premium & then check the schedule.  This method is only practical if there is only one policy, but when there are many,  (as with a common surname like Davies), this time-consuming method of searching

 

Therefore suggest the flowing include the ability to search for risk addresses and postcodes then list all the matches displaying the flowing information

 Client name

Clients risk addresses with newest record first (if it is a renewal case list all the policies year on year)

Policy number

And inception date

This will not only speed the search process up but prevent having to go through each record found to see if it is the one you are looking for.

Look forward to your thoughts

Ben

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  Mark Williams 02 August 2013 15:33

  I agree. The more info we can search on the better. It would definitely be of benefit to show more risk info on teh list of cases in order to distinguish one from another.

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  John Price 29 March 2015 15:22

  Hi, 

  You can search for Client names, policy numbers, addresses, dates, direct debit instructions, telephone numbers and a whole load of other things on the Search tab. 

  Is there still something thats missing, given this is an old feature request?

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