Search contacts person by company
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M
Michael Giraldo
As an user, In order to make it easier would be good to be able to search all the client contacts (emails), using the clients name.
In the search bar, if the client's name appears in the email, you can find it. However, if the client name is not part of the client email, Enate does not return the results as expected.
Kamal Saran
complete
Hi,
Do you know what, this is ready to use now. We’d love to know what you think! A production release 2021.1.12.0 including this is ready.
You can also check out the full content of the release at https://docs.enate.net/whatsnewinenate2021-1/
Please discuss accessing a 2021.1 production release with the Enate Customer Success team.
Thanks,
Kamal Saran
Enate Product Manager
Kamal Saran
ready for 2022.3
Kamal Saran
considered for 2023.1
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Simon Stannard
I think the point for the OP was that where you have a number of contacts that work for the same organisation, it should be possible to store the organisation as additional information on the contact and search on it. For example, we might have a number of contacts who all work for ABC Brokers, and it would be good to search on ABC.
Kamal Saran
under review
Kamal Saran
Michael Giraldo and Simon Stannard - have you tried below filter in quick find to search the contact -
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Simon Stannard
This would be very useful when contacts are part of a corporate entity