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 Searching all clients, prosp. clients and leads in one go 
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Joined: Fri May 20, 2016 9:53 am
Posts: 3
Post Searching all clients, prosp. clients and leads in one go
I would greatly applaud a single search functionality that searches clients, prospective clients and leads with one click. As it is now, it often happens that I don't remember how a particular contact has been categorized, which sometimes results in having to search all three directories before finding a specific contact's details. This takes unnecessary time and can be a bit of a nuisance, especially on a mobile device.

Thanks in advance for looking into this!


Fri May 20, 2016 10:15 am
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Joined: Mon Feb 13, 2017 7:47 pm
Posts: 17
Post Re: Searching all clients, prosp. clients and leads in one g
+1


Wed Feb 15, 2017 4:20 pm
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Joined: Thu Aug 28, 2008 1:41 pm
Posts: 1314
Post Re: Searching all clients, prosp. clients and leads in one g
To search all clients go to the "All clients" section and search it.


Mon Sep 18, 2017 12:45 pm
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