In September, we made some improvements to Quick Search and Group Detail.
9/11/2023 - Quick Search Improvements and Other Enhancements
New Quick Search filter
Improved Quick Search Performance
Group contact info consolidated into one section
9/11/2023 - Quick Search Improvements and Other Enhancements
New Quick Search filter
To help you narrow your Quick Searches more effectively, we added a new filter that allows you to target and search against a specific field. This filter is now available for Group, Individual, and Policy Quick Searches.
Note: The list of available filter fields for Group, Individual, and Policy Quick Searches can be changed in Settings > Column Settings.
Improved Quick Search Performance
To speed up Quick Search, we now show a maximum of 5,000 records at a time. This update affects the Group, Individual, and Policy Quick Searches. If you have more than 5,000 records, use the Quick Search filters to narrow down your list and find what you're looking for. For full lists, use reports and Advanced Search.
Group contact info consolidated into one section
On Group records, phone numbers and addresses were stored in two separate sub-sections under Contact Info. With this update, we combined the sub-sections, so phone numbers and addresses are shown in the same section.
How you add phone number and address information did not change. Also, existing Group phone numbers and addresses were not affected.
Note: We will be applying these same changes to Agents and Individuals in future releases.
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After: