Searc for clients
P
Paulo Santos
Search for a client based on written notes or text conversation words
Shelby Parker
Thanks for sharing this, Paulo Santos — really helpful idea. Just to make sure we’re solving the right problem, can I ask a couple quick clarifiers: are you mainly trying to pull up one specific client based on something you remember from notes/texts, or are you hoping to generate a list of clients who mentioned a certain topic (like “trade-in,” “third row,” or “bad credit”)? Also, which sources should be searchable (internal notes, SMS/texts, email threads, chat transcripts, etc.) — and are there any you’d want to keep out of search? Lastly, when you search a word/phrase, would you expect results to be just the matching clients, or should we also show the exact note/message snippet where the match was found?