LionDesk V2 CRM Ideas Portal

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HAVE **ONE** SEARCH BOX

Right now you have SEARCH CONTACTS at the upper right of screen.  Farther down you have SEARCH THESE CONTACTS.  No need!  Supposedly if I put a phone number in top right box, it will pull up the contact but it does not.  It says not found.  Many of my contacts are sign calls and only have a phone number without a name.  One box for name, email, phone number.  That contact comes up.  Simple and intuitive.

  • Guest
  • Aug 6 2019
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  • Rick Tibbitts commented
    August 12, 2019 06:35

    I agree and disagree with this... the search box in the top right corner is great, but when you select the found contact, that tab you are on changes to the new contact. There are many times where I don't want to leave the the contact on screen, I want to open up a separate tab with the new contact. So the benefit of the search field that is further down is you can CTRL-CLICK on the found contact  keeping that window in tact, and opening up a new window with the new contact. I almost always have one tab that is the Contacts page tab for just this reason. If I need to open up a new profile, but don't want to lose the profile I'm on, I use the Contacts tab search feature so I can do this.

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