LionDesk V2 CRM Ideas Portal

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Info in Comments/Notes should be searchable

The search tool is great at finding names or e-mails. But it should also be able to instantly search comments/notes.

This helps when we cannot remember a client's name perfectly but we remember details about the conversation such as: Had twin boys or likes rock climbing. We could "Search" the words rock climbing.

I know this info can be tagged, but this is not a good substitute IMHO.

  • Devon Peiffer
  • Aug 27 2020
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