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Cases

Change Advanced Search to display like Dialer Queries

4

To give more parallelism within InsideSales it would help users to get more use
out of the advanced search if it were re-designed to display more simply like
the dialer queries.

Advanced Search in the Leads section

3

When you make a custom field searchable, that custom field will display itself in the Advanced Search in the (Leads, Accounts, Contacts, Deals Tab(s)).

Advanced Search across leads and case tabs

-1

It would be very helpful to be able to run search queries across both lead and case tabs. This would make it much more feasible to extract data from the system.

Tags:

Case Submission Forms

The Case Submission Form enables you to generate a default HTML template so customers can submit cases to your agents. Cases can be anything customer service related ranging from customer feedback to technical support.

Make "Sort By" field more prominent

-1

The "Sort By" field in the advanced search section is hidden amongst all the other search criteria. For new users, it would help if it were more visible.

Search Range for Numeric Custom Fields

-1

When a custom field is created and marked searchable for any of the various numeric data types (currency, integer, number, real #) you can only search for these fields with an exact value.

"Save and Close" button for cases layout

1

A "save and close" button for a case would be very helpful. We often have to save a case and then wait for it to load and then close it. It just slows down the process.

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