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Adding company - Find

by Oldlaxdude on ‎08-01-2012 08:48 AM

When adding a secondary company on (group/company) to contact it would be nice to use "FIND" instead having to scroll through 9000 companies

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by
‎08-01-2012 10:41 AM - edited ‎08-01-2012 10:44 AM

Tom,

Thank you for your suggestion. This is actually functioning as designed. To use the Find function for companies/groups, change the View field in the dialog box to "Companies List" or "Groups List".

by Oldlaxdude
on ‎08-22-2012 06:04 AM

So if you try to add a secondary company, it was designed so that you have to scroll the 9000 companines I have to add a secondary company, instead of typing a name in the find box, which for some reason is disabed when adding a secondary company.

I believe there is another area where the "find" is disabled as well

by
on ‎08-23-2012 09:01 AM

I'm not following. When I create a division of a company I start on the Company Detail, right click on the Company and say New Division. 

 

Can you explain where you are coming from?

by Oldlaxdude
on ‎08-23-2012 09:38 AM

This happens in a couple of area's

 

Contacts - link to company

if company field is blank, Pop up with companies list - BUT the "FIND" ability is disabled

"Find" enabled if there is something in field

 

Go to Contacts>Groups/Companies

Add/Remove Comapny  ( Note same with Groups )

Pop up with companies list - BUT the "FIND" ability is disabled

 

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