Search just your customers
C
Chloe Dayan
It would be helpful to be able to search only your own customer base so if you remember and want to find a client by first name from months ago, it won't pull every customer in the whole database with that first name, only yours.
Shelby Parker
Great to hear your perspective, Chloe Dayan! I have a few more questions for you:
- How often do you need to search for customers by first name, and is this a frequent task in your workflow?
- Are there specific attributes or filters you would like to use when searching your customer base, besides the first name?
- Would you prefer the search feature to be accessible from a specific section of the CRM, or should it be available globally across the platform?