Skip to Main Content
Status Needs more votes
Workspace SRM
Created by Guest
Created on Sep 10, 2024

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact by email address - this would be very beneficial to our accounting team.

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

This feature would give our operators the gift of time when searching the customer base.


  • Attach files
  • Admin
    John Hellens
    Reply
    |
    Oct 21, 2024

    The idea has been reviewed by the Product Team, and may be considered for the roadmap. In the meantime it will remain in this status so other customers can vote and discuss the idea here. Votes and engagement around the ideas are data points the product team uses when prioritizing the product roadmap.