We’ve created a load of contact establishments that appear under ‘Companies’
Included are names, full address, postcode, phone number etc
In the ‘Search for a company’ box I can search for the name, but that’s all. Entering anything else (Postcode is our normal search as we have a number of establishments with similar names) returns “No companies match the current filters.”
I can’t see any option next to postcode or address like ‘allow item to be searchable’ but I presume I must be missing something as it’s a pretty fundamental feature for a CRM
Unfortunately, you’re not missing something. The search functionality in the CRM is very basic and won’t allow you to search by any other unique identifiers. Companies are by name and Contacts are by name or email only. Very restrictive.
@Stu we don’t have anything in the pipeline at this time to improve search, but I would recommend checking out this suggestion on our ideas forum and up-voting if you agree. I would also recommend commenting if you have a specific use case so our developers can understand the context of your suggestion!
