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Search/lookup within C360 attribute fields

  • March 31, 2023
  • 0 replies
  • 18 views

Sandberg
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We would like to request the ability to make fields that are editable in a C360 attribute section to be searchable via lookup by the end user. As an example, having a CSM click on the editable field and being able to search for a person/company person name or email. This could be used to identify a key contact/executive sponsor/etc.

 

Thank you for your time and expertise!