"Search This Account"
CRM: Features
Recent Activity
March 01
Sarah W. @"Search This Account" added a review Useful
1 decade 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
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Kailash B.
OpenStrides
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