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Order on Global Search for Deals
Feature request
Under Review August 13, 2025
Can an order be incorporated on the front Global Search screen for the Deals? When a client calls, this is the main contact page we use and at first glance, if the deals were shown in chronological order (showing the most recent at the top) it would be much easier to know which loan is still active, rather than having to search to see which hasn't been discharged and is only archived. This also assists in ensuring that when we are speaking with clients, that we are aware that we have the client and the correct partner and the time of the call, (particularly if they have had multiple loans with the same Broker and their circumstances have changed).
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