We've added more phone searching in the latest release (being rolled out over the coming weeks). As per the previous comment there are a lot of formatting variations in phone numbers. This update attempts to improve some of that searching but we're still working on further improvements. Feel free to add your feedack via comments here or via the in-app chat.
This latest CRM release is being rolled out to users over the next few weeks. When you get this update you'll see a CRM update banner and there will be more details in the linked release notes.
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.
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.
Trying to find who called you is hard when you can't search all phone numbers in the system including switchboard and contacts.
Arthur Ashdown
over 4 years ago
in CRM App
0
Shipped
0
MERGED
Define searchable fields
Merged
As a user it would be useful to set additional system fields such as phone number, customer code etc as searchable. Some customers use phone number/ customer code as the main criteria when searching for a record.
We've improved the phone searching over the last few releases (thanks to all the users who've provided feedback).
We've added more phone searching in the latest release (being rolled out over the coming weeks). As per the previous comment there are a lot of formatting variations in phone numbers. This update attempts to improve some of that searching but we're still working on further improvements. Feel free to add your feedack via comments here or via the in-app chat.
This latest CRM release is being rolled out to users over the next few weeks. When you get this update you'll see a CRM update banner and there will be more details in the linked release notes.
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.