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Status Shipped
Categories CRM App
Created by Guest
Created on Apr 7, 2022
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-2285 Search by phone number.

Add phone number to global search Merged

currently it is not possible to search for Telephone numbers in the global search, this is something that was possible in version 6. And is extremely useful if it is difficult to spell the customers name and you have their number of your phone.

  • Admin
    Andrew Ardron
    Reply
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    Mar 13, 2023

    We've added basic phone searching (matches on the exact phone number). While this is going to be useful for some customers, we're continuing to investigate more intelligent search options that might cope with different phone number formats - which can vary greatly ! e.g. matching 07841 with +44 7841 or +44 (0) 7841, etc.

  • Guest
    Reply
    |
    Jun 22, 2022

    Ideally would like this to connect to our phone software, so that the customers record comes up automatically when they call in. (This is done on many other CRM systems)

  • Guest
    Reply
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    Jun 22, 2022

    Very important. We have used this in the desk top version to locate a customer when we have been unable to find them through other search options.

  • Guest
    Reply
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    Apr 11, 2022

    This is very important - i want to cast my votes on this but have run out of votes!

  • +9
0 MERGED

Phone number global search

Merged
Currently when you search a contact's phone number in the global search no contacts show up, but if you search this in a report a contact does show up so the phone number is clearly in the CRM
Guest about 3 years ago in CRM App 0 Shipped
0 MERGED

Further searching capability - activity logs & phone numbers

Merged
A customer would find it useful to be able to use the search function to search for specific information within activity logs and also phone numbers. If a name or email address is forgotten, it gives the option to further search for information fr...
Guest over 3 years ago in CRM App 0 Shipped