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Global Timeline Search relationship by Account

  • January 29, 2019
  • 1 reply
  • 13 views

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I had a customer who would like to search relationships by account while drafting an event on Timeline.



1 reply

amanda_neil
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • January 29, 2019
This scenario is where we have different carioations of relationships (products that are spelled a different way) and the user may not know the correct spelling in the system. Would be nice to search for the customer and the relationship for that customer also appear, similar to searching by relationships.