Search logic Adding New Customer
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Gustavo Roque
If you put a phone number or name and client is not found, then you click on add client then IT SHOULD remember what the search was initially instead of retyping phone/ customers name again (its blank) when adding New Customers. It only makes sense.
Shelby Parker
Thanks for sharing this, Gustavo Roque — totally hear you. Having to retype the name/phone after a “no results” search is unnecessary friction when you’re trying to add a new customer. I’m looping this into our review so the team can look at preserving the original search value on the Add Client flow, and we’ll follow up if we need any extra details.