We have now added a product settings option so that you can choose how you would like the person search to display for you and your clients. You can choose to display the updated version that was released a couple weeks ago (which is the default option), or you can check an option to display the additional address and identity history information, which will then show the old view instead. You can see comparisons of the two views here. Since this setting is at the product level, you can easily control based on if you would like the address history to be shown for tenant products but not for employment products, or otherwise tailor the product according to the desires of you or your clients.
By default, all your person search results will continue to use the new, condensed view. If you update the product settings to display the address history, this change will not be retroactive, meaning that all searches that have already been dispatched will not be affected, and only searches that are dispatched after the change will reflect the update.
How to turn on the old person search display
Go to Admin >> Manage Products >> select the product you want to edit >> Person Search, and check the box for displaying the address and identity history. By default, this box will remain unchecked, so if you do nothing, your view will keep the new view.
Check this box to go back to the old view. This will switch the view back completely to the old way—you will not have any jurisdiction grouping, and the address history will be visible to both CRAs and clients. If you update the product settings to display the address history, this change will not be retroactive, meaning that all searches that have already been dispatched will not be affected, and only searches that are dispatched after the change will reflect the update.
If you want the old view for CRAs but not clients
As sharing addresses can be a compliance risk, you may want to have the addresses more easily accessible for internal purposes but still don’t want to share the results of the person search with your clients. You can easily manage this by either hiding the person search completely from the report or individual users.
How to exclude person search results from your report
Step 1: Go to Admin >> Manage Report Layout >> select an existing layout or add a new one >> Report Layout page.
On the report layout page, you have the option to exclude the results of a search type, exclude the results of the search from the consumer copy, and/or add a page break after a search type on the report.
To exclude the person search results, check the box under Exclude next to the person search type.
Once it has been excluded, the area will be greyed out.
Click Save at the bottom of the page to save your changes to your report layout.
Hiding Person search results from individual users
You can also hide search results on a user-by-user basis. If you wish to hide person search results from your client, follow these steps:
Step 1: Go to Admin >> Manage Clients >> select the user you wish to hide person search results from.
Step 2: On the edit client modal that displays, click the view reports tab.
Step 3: You can remove their permission to view the person search results and reports by deselecting the box.
Click save at the bottom of this page to save your changes.