Be able to search for customer when you put a name in the nickname field | Feature Requests

Be able to search for customer when you put a name in the nickname field

Buddy Morris

Be able to search for customer when you put a name in the nickname field, currently not available. al lot of seasoned sales reps with a bok of business has cleints that go by nicknames vs there legal nakme. to keep the profile clean we should be able to search by that nickname

Shelby Parker

Thanks for sharing this, Buddy Morris — totally hear you on how important nickname-based search is for reps managing a big book of business and trying to keep profiles clean. This is really helpful context; I’m looping it into our review so the team can take a look, and we’ll follow up if we need any additional details from you.