Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Jul 24, 2019

Quote suggested product dropdown - include more fields in search

Currently, when adding lines to quotes using the 'search for a product' field, when you start typing a product code/description the dropdown will narrow the search as you type, however that search only looks at product codes and descriptions. 

It would be useful for that search to include more fields, such as alternate reference, or the new SKU field which is being planned for Unleashed/other newer integrations so that users can search by these extra fields

https://www.loom.com/share/6fe4f4332e5d4f2399b59d41282f6d3f - video just showing that the current suggested product dropdown doesn't allow you to search by alternate reference but that if you click search the multi line order entry will find it, as will the global search in the CRM

  • Attach files
  • Guest
    Reply
    |
    Aug 14, 2019

    By this I'm not referring to the fields returned in the search results (although that would be very useful too), I'm suggesting that the fields you can actually search by (currently product ID and product description) need expanding so you can also search by the new SKU field or alternate reference field

  • +4