I would like to be able to ...

Search Companies and People by Phone Number!!!

This had been suggested before and was never completed. We need to be able to look up records by phone number and address. This is useful when we miss a client call and need to know who called. We have almost 300 records now on our account and this would be the only truly useful way of performing a search.

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    sebastiancavalli shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Lori commented  ·   ·  Flag as inappropriate

        This is how we typically search our customers. With caller ID we could have their account pulled up before they even told us why they were calling. This would be a great help.

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