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Status Shipped
Categories CRM App
Created by Guest
Created on Jun 6, 2023

Customer Search engine is Poor

In just an example, my customers name was CJ Phoenix. The search engine would only find,

C (space) J (space) Phoenix

it would not find "CJ Phoenix" or "CJP" or other variations. The most basic Google search engine is far superior

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  • Admin
    Andrew Ardron
    Reply
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    Jul 11, 2023

    I suspect our search will never be as good as google - they set a very high bar!

    But, we have recently added some logic so that some of the scenarios you describe will work better.

    For example, if the customer record is "C J Pheonix" and the user types "CJ Pheonix" then the record will now be found

    Similarly you will now be able to find "O-EX Industries" by typing OEX; or "C.J. Pheonix" by searching for "CJ Pheonix"
    And the same on contact names too - so you'd find O'Reilly when searching with the term "OReilly"

    As I say, this isnt perfect and certainly not as good as google search, but hopefully a bit better with these enhancements.

    Note: this release is still going through release rings so isnt rolled out to all users yet.