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Product Suggestions
Status Shipped
Created by Andrew Ardron
Created on Jul 6, 2018

Create searches for specific entity types (like company, contact, etc) via the left-hand navigation

Various UX feedback shows that lots of users will click on the left hand menu to find a contact, or get a list of contacts - because they dont know where to go, they see the contact icon on the left and are drawn to it.

So, before the reports, we need to add searches for "Contacts" , "Companies" etc. Similar to the global search but searches just the specific entity or record-type, This should be a "list" of records that you can search. And, perhaps unlike the global search we can offer specific fields and allow the user to add more fields if required (A common request for the global search).

Under Marketing, search for campaigns and campaign activities

Under sales search leads and quotes

Under Service, search problems and equipment register

etc


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