46 votes
Allow search on more fields
Especially on unique client account number. Would also be useful to be able to search/filter on all the fields in the Client Information box (eg status, source, classification etc) - they are useful fields, but much less so if you can't filter on them and have to create equivalent tags.
Status:
started
Nathalie Smets
Brilliant, this is what we need. We need to be able to search and make lists on all customized fields we added + countries + client ID's.
Mike Daniels
Ideally would be great to search on a chosen field (for us, country would be really useful as we have sales people in multiple countries and they need a quick way to find all their leads), and then be able to tag that set for rapid retrieval thereafter...
Ian Palmer
enable search on ALL fields/data: e.g. notes, dropbox emails, etc.
Seb Neerman
Adding my voice: search by town/region/country
Daniel Siden
SERIOUSLY!!!!! Why doesn't my search also search tags? We have about 1000 tags, and the only way i can see to use them is to sift through the giant tag cloud. I should just be able to search shouldn't ?
MarDee Jensen Hosley
It would be nice if in the search field it could search on more things like any part of the company name. For example we have State of Michigan in our system and it would be nice for those who do not know exactly how it is listed to be able to type Michigan and have it search people, opps, and orgs with that name in it.
davidpids
http://feedback.omelett.es/pages/1133-tactile-crm/suggestions/292511-set-group-user-permissions-for-contacts-by-tag
gbs
We segregate and manage our data by allocating a set of records to different Groups. This allows us to control, which sales person has access to what clients. It would be good to search on each Group so you can see what records it contains.
zmaili.mo
search on things such as phone numbers could be very helpful. Company names in other languages could be wrote different ways in English. If we could search by phone numbers it could make things easier. also search by industry could help you narrow down your clients into categories.