Make search a filter in each list of people/companies/oppties #4803
Replies: 4 comments
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@pombredanne We already have a Command Menu including a searchBar that you can trigger through Cmd+K (or click on Search in the Navbar). Does it solve your need? |
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Command bar is being used to navigate to a specific person/ company/ opportunity. The existing table serves well along the "process management" feature of a CRM. For the outreach functionality of the CRM, the table filters and table functionality will need to be upgraded along the following use cases to do granular filtration:
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@Bonapara, I know you are thinking about these topics, maybe you can give some clues about the vision here :) |
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We'll consider this going forward. As there's no ETA yet, let's continue this as a discussion! |
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I would like to search in a list of people/companies/oppties in place and the list would be filtered to the found rows
Short of this it is impossible to navigate in larger lists efficiently across people or oppties of a company. Search as it is today is not super useful.
The Filter/Field/Contain approach is three clicks too many and not an efficient approach.
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