Search result union

Many Highrise and WLH users have asked us for a solution for filtering with “OR” logic. For example, when you want to see the “Corp.” OR “Limited” named companies in the same result list. Then you can add tags to them by a single click. We tested many ways, but this isn’t as easy as it looks. Many hidden logical traps and slow queries.

Then we decided to use search result union. This means you can append the new search result to the previous search result and so on – without duplicates.

An example:

Filtering “test 6” named contacts by clicking Search button.

Then filtering “test 5” named contacts by clicking Search and union button, the previous and the new search result were merged.

Next, filtering all the “test” named contacts with Search and union button you can see no duplicates. (Test 03 is duplicated, but the one is company and the other is a contact.)

 

(Specially thanks to Gordon Jackson)

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4 Comments on “Search result union”

  1. Casper says:

    Hi, are you planning on making it possible to export the results of a search / union search as well?

    • Not really. Would you like to export to excel/spreadsheet format?

      • Casper says:

        Yes, to Excel. Main reason would be to send out mailings,
        I can think of one way out: batch-tag the result with a new tag (“export-20130403”) and go to Highrise, select that tag, and click Export, but I was hoping for an easier way…

      • Yes, your method is currently the best solution. We didn’t implement export functionalities because the original Highrise has an acceptable solution.


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