Skip to content

Settings and activity

1 result found

  1. 4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for sharing this idea. We understand that having a quicker way to return to recent searches could help when moving between clients, transactions, and reports.

    The suggestion is to add a recent search history dropdown in the global search bar, making it easier to revisit previous searches without re-entering the same details.

    For now, opening commonly used items in separate browser tabs can help you move between workflows without losing your place. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.

    An error occurred while saving the comment
    Travis Holgate (HCBT) commented  · 

    Put recent search history below the text box in the global search. Currently a big blank space. Would be handy when switching between current client matters in progress for different clients.

    Travis Holgate (HCBT) supported this idea  ·