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"Search This Account"

CRM: Features
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March 01

Sarah W. @"Search This Account" added a review Useful

7 years ago

About this...

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.

This Idea Was Submitted By

  1. Kailash B. photo

    Kailash B.

    OpenStrides

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Recent Reviews

  1. Default user photo
    Sarah Wilson
    Useful