Quick Search - Filters Results by User Contact
gathering votes
B
Bradley Williams
Currently trying to find some people when using the search option and getting the same name 30+ times is getting tiring. If we could filter out those who have and haven't been contacted by us it will save a ton of time and heart ache
Drew Adler
gathering votes
Hello all and thank you for your feedback! Pardon the delay in updating the status on this. We'll monitor this feedback and provide any updates along the way.
A
Amanda Garcia
sorry if I'm way off base; but is the search bar drop down what you are referring to? I can see it from my view as photo'd: 1. is contacted/open lead, 2. is uncontacted lead, 3. are closed/not open leads. Mine does sort itself in that order as well.
Shelby Parker
Great to hear your perspective, Bradley Williams! I have a few more questions for you:
- Can you provide more details on how you currently search for contacts in the system?
- What specific information do you usually look for when identifying whether a contact has been reached out to or not?
- Are there any other filters or features that you think could improve the search functionality?
B
Bradley Williams
Shelby Parker
What I'm looking for is to be able to filter out on the main search bar who each person has talked with. I.e. if I type in John Smith I should be able to click a filter that only shows the John Smith that I have interacted with. It would also be nice to make it easier to sift through old deals as well when we need to dig out old info.