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Contact Lookups

Copper Contributor
Posts: 39
Country: USA

Contact Lookups

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.

Copper Elite Contributor
Posts: 85
Country: Canada

Re: Contact Lookups

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.

Ahsan Khalid

Chief Technology Officer
Keystroke Quality Computing Inc.
www.keystroke.ca

Copper Contributor
Posts: 39
Country: USA

Re: Contact Lookups

Thank you.