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searchable contacts solutions

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darshana.shah

Hello team,

 

I know there is a work around for this but i would like to formally request a searchable option for CSM. 

I think we have 2 options here:

  1. Global Search bar at the top (not my first choice due to with company and relationship, adding the additional piece of contact can get messy in my opinion)
  2. Sally (this one would be my favorite) 

Not sure which is more realistically possible but I would love to be able to ask sally about a name or an email and have her pull up my options. 

Of course the global search bar would be the traditional way and that would work to feel like this might be a larger ask however. 

 

Best Regards, 

Darshana Shah

@sai_ram 

@kate_peter 

@CassidyCardoso 

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