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 · March 26, 2009 · Flag idea as inappropriate… · Admin →

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AdminJake Stride (Admin, omelett.es) responded · March 26, 2009

This is related to http://feedback.omelett.es/pages/tactile_crm/suggestions/143301-unified-search which is being considered at the moment. Can you add the comment there and vote and I will remove this one!

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Lori commented · July 23, 2009 · Flag as inappropriate · Delete

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.
sebastiancavalli commented · March 26, 2009 · Flag as inappropriate · Delete

Feel free to delete. I'm glad you're considering this.

I would like to be able to ...

Search Companies and People by Phone Number!!!

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