History Search

January 29, 2009 — Rebecca

When I’m working on request, it’s often useful to go back and view previous request from the same customer or company.   The History Search feature, allows me to do just that without leaving the Request Note’s page.  Using this feature, I can preform a general search or specify the search by: email address, email domain, customer Id, or by the full first/last name.

An In Depth Look

When a Request Note is open, the History Search tab is displayed above the Customer Information Area.   I’ll click on this tab to begin my search. history_search1
  1. The Search Results are displayed in the Search Grid.   To view the results, click on the Request ID link.  The request will open with the viewing pane.  When  finished,  click “Return To Search”, or proceed with managing the request.
  2. By default, the search type is set to General Search, however by clicking on the drop down arrow, I can restrict my search.
  3. The Customer section, displays the information on the customer I am searching for.
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Customizing the History Search

Remember I said, by default the Search Type is set to a General Search, however I find that in our company it’s more efficient to search by Customer ID more times than not.  I can change the History Search settings to make Customer ID my default search.

To Change the Default Search Type:

  1. Go to Admin -> Settings -> System.
  2. Find the control labeled “Default History Search Type in Request Form“.
  3. Click on the drop-down arrow and select the preferred search method.
  4. Click on the Save Settings button located at the bottom of the page.

Now that I have saved these changes, the Search will default to the preferred method, saving me an additional step in my research process.

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