Allow Search Lists to return results based on sorting

The out of the box search lists in Blackbaud CRM by default return the first available results ascendingly, typically by the name field. At present, users can click on one of the result fields to reorganise the results in a ascending or descending state. However, when refreshing the results, the Search List still focuses on the name field.

For example, if we look at the Constituent Search List and run a search without any filters, it returns the first 100 constituents by name alphabetically. If we sort by the Postcode (ZIP Code) field in the results grid and then refresh the search, the Search List still focuses on displaying the first 100 constituents by name alphabetically.

Another example which highlights the limitation is when associating an Event record to an Interaction record. In some cases, sorting by the Event's start date would be useful to find the most recent event based on the existing filtering which has been set by the user.

The limitation here is the user they have to add even more extra filtering to find what they're looking for when it would be easier and quicker if the date field was looked at instead. Ideally, users would like the option in Search Lists to return results based on the field selected for "sorting" rather than the name field set by default during the creation of the Search List.

  • Scott Douglas
  • Nov 11 2021
  • Reviewed: Voting Open
Reported Version 4.0
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