Quick Filter for Search Bar
Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.
Mary W
shared this idea
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Allan
commented
@Anonymous I think what Mary is saying is that she wants from her quick searches (the one that auto-suggests as you type) to have option to only display active clients, not deceased, inactive, and prospects. 99% of time those contacts are noise. Active clients need to be prioritized and more easily accessible without using "Advanced Search" like you're describing.
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Anonymous
commented
Mary, I don't know if anyone has reached you but you can set this up using the advanced search and creating a quicklist based on Active Clients. If any field changes that doesn't match that, they'll be removed and reversely if they become an active client they'll be added to the list automatically. Hope you're able to find what works for you!