Change the search tool to look at keywords when searching and not just the first word of the account
For instance, if I wanted to search for Bob Dance, the way it is now I'd have to type in "Bob Dance" or just "Bob" for the account to come up, however sometimes an AE may not have the full name of the business right and this keyword search tool would help us save time and avoid calling on the same accounts. Thank you.
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Stacey Williams
shared this idea
This has been addressed within the upcoming release. We have added search boxes to the Account, Agency, and Contact list that includes a searching method exactly as you described here.
We hope you find this extremely valuable and will continue to provide excellent feedback like this in the future! It was very well written :)