Showing results with same last name
D
Don Creech
When searching a customer's full name can we have all customers with the same last name who have an open file populate? Help prevent partners with separate numbers/email address getting sent to two different sales
Shelby Parker
Great to hear your perspective, Don Creech! I have a few more questions for you:
- How should the system handle cases where multiple customers with the same last name have open files?
- Are there any specific criteria or filters that should be applied when displaying customers with the same last name?
- Should the search functionality prioritize customers with open files over those with closed files when displaying results?