Add a Keyword Search in the Contact profile for Jobs/quotes
in progress
Jessica Lavoy
Merged in a post:
Search feature in jobs
L
Lesley Rinella
I miss being able to 'search' in job history. We have that option in v1. But in v2 when I click on jobs, I can't search. So many clients have a long buying history, so when I'm looking to reference a 'magnet' order, it would be great to just search magnet rather than scroll through all her order history, which is multiple pages.
Jessica Lavoy
in progress
This is being worked on by the Syncore Team and I will update here once it is availablw!
Jessica Lavoy
under review
Thank you for your feedback! This is currently being reviewed by the Syncore Team to add to the Jobs tab. Further updates will be posted here!
J
Jed Spencer
Jessica Lavoy I'm not sure what the V1 search looked like but we've currently got a "filter" in the communication log that could be added to all the other tabs within a contact profile, and not just the jobs/quotes tabs. Either way, it should be a pretty quick fix since the functionality already exists.
Jessica Lavoy
Jed Spencer: Hi Jed, Our plan is to look at this for the Jobs tab first and then review the other tabs as well!
Alexia Cirillo
A search field on each columb; opportuntities, quotes, and jobs would be nice! Especially if it could refine live as you are typing, before hitting "search"**
Jessica Lavoy
Merged in a post:
Client history for Sales Rep Security Level
T
Tara Duke
Allow sales rep security level access to search the past history of its current clients. Specifically when clients are moved from one sales rep to another.
Jessica Lavoy
Merged in a post:
Keyword search function for all reporting
H
Hannah Schell
Keyword search function for all reporting
Jessica Lavoy
Merged in a post:
Item search in client / client groupjobs
V
Vince Tworek
It is sometimes difficult to find a specific item for a repeat order if the client has a long history or several contacts in the client group. The ability to search past jobs by SKU would make this much easier
J
Jed Spencer
This could be combined w/this one:
Jessica Lavoy
Aaron Kennedy
This is important. As many customers can have 100+ Jobs in their list, the ability to search Jobs with keywords is needed. (Also needed for Proposals, Quotes etc. too)
J
Jed Spencer
This would not just be great, but critical!!! Our biggest clients are going to have the most rich history and we want to be able to find what we need quickly, rather than sorting through pages of quotes/jobs trying to find a previous order, for instance.
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