Configure default record type for Quick Find or remember last selection

Please can there be functionality for individual users to change the order the records types are listed when using the quick find in Sky?

At present, request is always shown first, (if you include it), but for those clients that fund to individuals they mainly search for either contact or organisation records. With the current set up, it means they always have to click on the arrow and then select the record type they want to search for.

In Classic, once you had selected the appropriate radio button for your chosen record type, it remained until you changed it.

  • Ally Steele
  • Sep 28 2021
  • Reviewed: Voting Open
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