01-03-2019 12:25 PM
I see Boolean search was added in UCRM 2.1.1 but it does not seem to be working correctly we are on the latest beta
if I search -name
it will remove that name
but if I search -name +Joe
then name comes back in the search
also, this only seems to work for the client table
we really need boolean search for tags
so we do a tag search of "-FREE -UCRMBillingStarted +Ready!
So the search will remove all free account and all accounts we already switched to UCRM billing then only Display clients with Ready tag without the other 2 tags
01-04-2019 08:58 AM
The advanced search methods are not enabled for all the attributes. We will probably improve more in the new UCRM & UNMS version, which completely redesigns this feature anyway.
BTW, note that you can use the search filter at /client page:
01-04-2019 09:04 AM
any hope of a UNMS/UCRM alpha anytime soon?
lots of magical claims that will be interesting to see