Email search improvements
complete
E
Elaine Dennehy
We had a query from a user following a training session and it relates to QuickFind search results.
Our user is looking for an email that they sent from Enate on a particular date and time with a particular subject. A lot of emails were sent on this subject from different tickets on this same date. And there is an enormous amount of correspondance in Enate related to the subject. The user tried numerous ways to search for this email and were getting messages from Enate that the search was taking too long/too many results. When they did get results the specific email they were searching for was not there ... results seemed to be limited to X number of items?
Because the user was aware of a specific email, they kept digging and eventually with our assistance they found it with loads of search criteria and wild cards and a tiny date range.
However there is a concern for a user looking say generally for emails related to a subject, that QuickFind gives an impression when displaying results, that these are all the results. There is no indicator to the user that there are more possible results/a next page of results etc.
Kamal Saran
complete
Hi,
Do you know what, this is ready to use now. We’d love to know what you think! A production release 2022.6 including this is ready.
You can also check out the full content of the release at https://docs.enate.net/whats-new/
Please discuss accessing a 2022.6 production release with the Enate Customer Success team.
Thanks,
Kamal Saran
Head of Product
D
Daniel Eaton
You may use Advanced Search by selecting the filter option next to the search box on the right, depending on your preferences. As an alternative, you may use any of the choices in the Refine group on the Search tab of the Email ribbon to narrow down your search results. https://essaywritershub.co.uk/
T
Tijana Starcevic
As a user searching for email on the contact's page, I would like email to be displayed automatically when I click on "search" field so that I can easily find historic emails for a specific Contact. Currently, when there are a lot of emails related to the contact, I have to manually load page by page and find the page with the email which contains the word from the search. It will be useful to have a time frame option to narrow down the search.
Kamal Saran
likely in 2022.6
Kamal Saran
likely in 2022.5
Kamal Saran
Merged in a post:
Option to use advanced search
T
Tijana Starcevic
As a user, I would like to have the ability to perform an advanced search when required in the search bar, specifying the words on known fields such as Subject header and or Body for the Communications category or client name, process name and description for work items category, communication type such as Notes, Email, Files so that I can retrieve results. I would like advanced search functionality to be performed on all work items, communications, and contacts
Kamal Saran
considered for 2023.1
Kamal Saran
under review
S
Simon Stannard
Agree with this Elaine. Would be useful to indicate that more results have been found than are being displayed.
T
Tijana Starcevic
Additionally, include simultaneous options: email from and email to.
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