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Develop a more robust name search workflow #86
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enhancementNew feature or requestNew feature or request
Description
The basic name search functionality that we have today does not serve the real-world use cases for pro bono attorneys working on record expunction.
Must-haves:
- work around the 200-result limit (divide searches by counties if bumping up against the limit)
- provide post-filtering, where results are filtered after data retrieval (middle name/initial, birth year, etc.)
- create and manage named sets of results under a client record
- add to results with another search (by case number or name; honor existing include/exclude settings when results overlap)
- remove from results (hide)
- show hidden results (current session only)
- new search (clear current working set, which is already saved)
- delete client (with "are you sure?" prompt)
- export client cases to .xlsx
- figure out the structure/navigation between search and case management — do we have ad hoc and client modes on the search screens, or what?
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