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Status Published
Created by Guest
Created on Dec 14, 2023

Add 'ID' as a 'Search By' filter option in the Account, Contact and Referral CRM view

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Details (Where, What, Why, Use Case)

What:

The request is to add 'ID' as a filter option in the CRM views.

Where:

This enhancement would apply to the CRM views within the system.

Why:

The addition of 'ID' as a filter option aims to enhance search functionality and provide users with the ability to filter and locate records based on their unique identification numbers. This can streamline the search process, especially when users need to quickly access specific records by their assigned IDs.

Use Case:

For example, if a user has a specific record ID in mind and wants to directly locate and view that particular record, having 'ID' as a filter option will allow them to input the ID and retrieve the record instantly. This can be particularly useful for scenarios where users have reference IDs or specific record identifiers that they commonly work with.

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