Ideas Overview

Have an idea or just want to see what else others are coming up with? You’re in the right place. Concursive.com’s Ideas are a collecting point for a number of things ranging from suggestions for improving our products and feature requests to broader thoughts about collaboration, online communities and related topics. So, post your Idea and find out what other community members think or weigh in with your opinions on other ideas.

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Featured Idea

"Search This Account"

Category: CRM: Features

Include a search field to search a specific account

A lot of the information in the account is currently not searcheable, namely, activities, documents, assets, opportunities, service contracts, quotes, etc. The search results could be similar to the search results currently available for "Global Search".

 

The history is usefull but is not as powerful as a search tool.

A "Search This Account" would help in fishing out the information quickly. I could specify the account number and do the search, but it is just not effective when I have viewing the account it self based on a cursory information and then want to dig deeper into the account.

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