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Author Topic: Advanced Search - result types  (Read 6318 times)

SarahG (FountainTribe)

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Advanced Search - result types
November 10, 2010, 09:09:41 pm
The new feature in Advanced search with being able to choose the result type ( contact, contribution, etc ) is fantastic.   Is the result type "memberships" going to be included?  Also, would it be possible to ask which profile should be used to control which columns are displayed in the search result screens? 

I had some questions/suggestions: After completing the search, the list of batch actions vary depending on what was selected. But many actions that are part of the list for contacts, should also be included for participants. The actions for "Send PDF Letter", "create mailing labels", "show on map", etc. are useful for participants. 
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Kurund Jalmi

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Re: Advanced Search - result types
November 10, 2010, 09:29:27 pm
Quote
The new feature in Advanced search with being able to choose the result type ( contact, contribution, etc ) is fantastic.   Is the result type "memberships" going to be included?

More details on this feature: http://issues.civicrm.org/jira/browse/CRM-6927

Quote
Also, would it be possible to ask which profile should be used to control which columns are displayed in the search result screens?

Currently no.

Quote
I had some questions/suggestions: After completing the search, the list of batch actions vary depending on what was selected. But many actions that are part of the list for contacts, should also be included for participants. The actions for "Send PDF Letter", "create mailing labels", "show on map", etc. are useful for participants.

I think for this you can use normal advanced search and use above task actions.

HTh
Kurund
« Last Edit: November 10, 2010, 09:35:11 pm by Kurund Jalmi »
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Donald Lobo

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Re: Advanced Search - result types
November 10, 2010, 09:49:28 pm
Quote from: sgladstone on November 10, 2010, 09:09:41 pm
I had some questions/suggestions: After completing the search, the list of batch actions vary depending on what was selected. But many actions that are part of the list for contacts, should also be included for participants. The actions for "Send PDF Letter", "create mailing labels", "show on map", etc. are useful for participants. 

Yes that would be really good to centralize and have most tasks available across all searches. Would be great if the community can help make this happen either by contributing  a patch and/or sponsoring the development

at this point, memberships are not included, though i suspect that is a fairly small easy patch

lobo
 
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Donald Lobo

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Re: Advanced Search - result types
January 28, 2011, 02:26:07 pm

Memberships and Cases are now exposed in advanced search also as of 3.4 / 4.0

http://issues.civicrm.org/jira/browse/CRM-7463

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Alpha and Beta Release Testing »
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  • Advanced Search - result types

This forum was archived on 2017-11-26.