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Contacts

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)).

Dont modify "Last Modified Date" when done by "Admin"

-1

Know what would be REALLY GREAT? And would make my and I am sure many others VERY HAPPY?

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.

Merge Contacts into Contacts

0

Expand merging capabilities to Contacts allowing a contact to have all notes, cases, tasks, and other information to be merged into a neighboring contact.

Tags:

Primary Contact

An account's Primary Contact is the main point of contact within an organization with multiple individuals. The primary contact makes it easy to quickly reference an organization's primary decision maker.

Mass Update Feature - Database Lists

Shows how to mass update entire blocks of data at once. This can be particularly useful for managers who need to move large blocks of data between campaigns, or need to reassign ownership of data.

Exporting Lists of Data

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

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