Search for a company by individuals name
Since the latest "upgarde" I am unable to search for customer data by contact persons name. In our jobs we use the individuals name not the company as a reference for us to invoice. How do I search...
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Hi Splatmarker
So we can investigate this further, can you please confirm if you're trying to search for the contacts by customer name while creating the invoice or in the Contacts List?
I am trying to search for a company name by contact name
Both in create invoice and contact list
ie: John is the contact for the company Eastside Solutions,
I cannot enter John into a search and get Eastside Solutions
Hi Splatmarker
Unfortunately, that won't be possible. You can only trigger the results in contact search option by the company name and not the contacts saved for that company. Please feel free to reach out if you have further questions.Thank you for your reply.
you used to be able to search that way prior to "upgrade"
It seems like quite an oversite that I cannot search my own data by any parrticular feed.
