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Create an option to include/exclude Person records from Company and Relationship search results

  • August 11, 2022
  • 1 reply
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jenlpro
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I am often asked questions about Company/Relationship person records, and at our company, a lot of the time the email domain of the person in question does not match the company name that they are associated with. I would love the ability to search both Company/Relationship records AND person records using the search bar at the top, rather than having to build a report that allows my users to do that OR using the data operations/data management + filter solution. I think having a toggle (dropdown, checkbox, something?) to enable/disable users from being allowed to include or exclude person results from their search would be a nice way to do this since not everyone always wants to see both. 

 

Kind of relates to this other post from a year ago so sharing that here as well since there is a workaround for this, but I think it’d still be nice to be able to search folks at the top of the page ?

 

1 reply

jenlpro
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  • August 11, 2022

Woops - didn’t see there are already similar requests out there!

 

This one is Under Consideration