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Status Functionality already exists
Created by Guest
Created on Mar 5, 2024

Search field should show closed accounts

It will be more efficient to search for accounts if Envizi matches the search that is the closest, even if the account is closed. We normally still have to review historical data so it makes sense to show old accounts, especially if the closed account matches exactly to what you are searching for. The whole Energetics team and our clients will agree with this approach.

Idea priority Medium
Needed By Yesterday (Let's go already!)
  • Guest
    Reply
    |
    Apr 15, 2024

    Hi Laura,

    Thanks for the advice. Have you tested it out to actual client system? The search field is still clunky in the live system.

    For example attached is for CBA where I'm searching for a copy paper account but Envizi is giving me entirely different results.

    Appreciate if you can take a look at this and improve the system.


    Thanks,

    Danica


  • Guest
    Reply
    |
    Apr 8, 2024

    The search for accounts does include closed accounts. See attached example. If the account you are looking for is not in the list of top 10 and you have an option to view all results, then by default open accounts show in the grid as per all account grids. The user can just click "show all accounts" to see the closed accounts in the search results list.