05-04-2016 11:43 AM
When looking up client contact records, 1/2 the time I search by contact name, other 1/2 I am searching by company name.
It isn't a big deal, but I find myself frequently switching the contact field drop-down selector between "Contact" & "Company"
It would be great if there was a "Contact OR Company" option
Any ideas? Perhaps an add-in exists to accommodate this need.
05-04-2016 12:42 PM
Not sure of existing addins but I am sure one could be created fairly easily.
Rather than switching the field names, usually it is quicker to right click the field you wish to look for right on the layout itself and then clicking the Lookup option.