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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Aug 14, 2020

Keep search inputs in clients list

Keep the search inputs I entered when searching the Clients list and switching between active and all clients.
App Type TheraNest App
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  • Guest
    Reply
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    Jul 10, 2023
    It would help streamline admin work when needing to go back into multiple archived files if each user could choose what is the default view when clicking all clients. Currently the process is Hover over client tab, click all clients, click view all (archived and active) clients and then hit search. If search is entered on active page, when clicking to another tab, the search inquiry must be reentered.
  • Haley
    Reply
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    May 15, 2023
    When searching for a client that is not found in the active list, after switching to the Archived or All tab, search input is deleted. It would be time saving if the search input was maintained while switching between tabs. (This feature is present when switching between billing tabs from Open invoices to Fully paid invoices.)