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Global Search Improvements

Users would like improvements to the Global Search tool:

  • Prioritize search results by recently clicked, rather than number of clicks

    • funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then moving to other cases (as services are rendered). It's important for this list to be flexible and change with them.

    • i.e. my last 10 cases I've clicked into ("worked on") should be listed as my Recent Cases

  • Recent Cases should pull from all cases in app (recently clicked from Case Listing OR Global Search)

  • Search list should pull decedents only

    • We have an idea to offer 'decedents only' filter here, but it would benefit users to design this for decedents only by default.

  • Jessie Goggans
  • May 21 2021
  • Planned