Quick Search Custom Fields
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Blake Frampton
The fact that the quick search function in the CRM can only search by contact name, email, business name, tag, or phone number is incredibly limiting.
My clients use my GHL white label as a CRM for real estate and the fact that they aren't able to quickly search for property addresses that they might have in custom fields is greatly hindering their efficiency.
I'm hoping this won't be a deal breaker for them, but to quickly search for any data within a CRM is a rather basic feature that all other CRM competitor would have the ability to do.
I can't imagine expanding the capabilities of the current "Quick Search" tool in the Contacts tab would require that much time or effort to improve, and it would significantly improve user experience.
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S
Sara Talbert
agree- we use a custom field to store an email 2- and we need to be able to do a quick search for that custom field since we do cc this custom field on our workflow emails
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Anton Mattli ADMIN (PAG)
It puzzles me that GHL STILL does not have a GLOBAL search function of text in ANY field. Truly unbelievable...
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Anton Mattli ADMIN (PAG)
Global search function should really be for all fields, not just custom fields but also standard fields such as notes, etc. This is a MAJOR shortcoming and needs to be fixed ASAP.
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Keith Besherse
Shivam HighLevel - Can we please get some project management oversight of the Ideas Board? Thank You! Chase Buckner, Varun Vairavan