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Product Suggestions
Status Shipped
Created by Emily Scott
Created on Apr 27, 2017

Company/division/contact/lead/problem combined search

Both Newton Waterproofing and Scotts of Thrapston have asked about having a 'full search' function created within the CRM. This would involve having a search bar where you could type a word/beginning of a word and the results would display all companies, divisions, contacts, leads and problems that have that word in the name.

Essentially this would need to be similar to the quick search at company/division/contact/lead/problem level but would be a combined one to display all one one screen

  • ADMIN RESPONSE
    May 10, 2017

    This will exist as the default search in the new web CRM.

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