When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.
I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.
Allan
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Anonymous
commented
Please fix the back tab to go back to where I was instead of back at the top of the page. I work with mailing lists and client lists and it keeps going back to the top of the page instead of where I left off. It becomes very tedious to have to scroll down through a thousand clients to find the place I left.
Back button should be "Back" to where I was! Please FIX!!! -
Andrea Maher
commented
When searching for clients for example Sam Mitchell, it would be good if after reviewing his record the screen would return to the M's list and not revert back to A's. This way when doing updates we would be able to update alphabetically. As it is now we have to jump all over the place. It gets a little bit frustrating.
-
Allan
commented
@Suzanne - I don't remember what i was doing at the time, but I'm pretty sure it was not an option for bulk change.
-
Suzanne Rodriguez
commented
I agree it is cumbersome. Are you able to "bulk change" whatever it is you are changing? That would probably help you a bit. If you are doing a status change or category, click the records you want to change, go to the right under options and choose "bulk status" or "bulk category" change.
-
Suzanne Rodriguez
commented
I think you can only do that in a search. If you do a search for "last name begins with C", and go to Steve Carlson's record, you will have a blue button at the top to "return to list".