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Categories CRM App
Created by Guest
Created on Jan 28, 2020

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Add Created Date &/or Record ID to global search

A customer would find it useful to see the created date &/or the record ID within the global search results. This customer will have multiple quotes/opportunities as they go out to tender & have to provide duplicate quotes. Therefore it would help them to find the right record by seeing the created date or record ID within the global search. 

  • ADMIN RESPONSE
    Jan 29, 2020

    We tend to hide IDs so it's unlikely we'd action this. Can you an email of two similar opportunities that cannot be distinguished by their descriptions; it's possible the descriptions need structured more appropriately to allow that distinction.

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Add 'date created' field into search results for quotes and opportunities by customer

Merged
It would be very helpful to see the listed quotes and opportunities in the order they have been created as well as by expected completion.
Guest almost 4 years ago in CRM App 0