Phone number filter for Contacts
Kat Colón, CSM
It would be helpful to be able to search for a Contact record's phone number on the Contact list view.
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Eloise Cato
Hi all, I figure a few of you would like to be able to search clients by phone number- This is not possible at this stage but does anyone have a work around? At this stage what I have managed to do is put phone numbers in private notes and search for the number by selecting that field. This of course is extra admin and numbers could be missed but at least an alternative because this is such a crucial feature. Has anyone else got a suggestion for a work around?
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Eloise Cato
This would be phenomenally useful! I am very surprised it’s not already a stock standard feature. It would help filter duplicate contacts, confirm prior engagement if clients call, prepare a staff member prior to calling with a pre search on the CRM. PLEASE implement asap. This is a standard feature across many crms and is crucial to work flow and best practice! Please!
Andrew Smith
Merged in a post:
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Ben Tomkins
Establishing if someone has interacted with the gallery before is a critical part of why we have a CRM and why is is in place...if a name is off or an email....it would be most helpful to be able to search our history VIA PHONE NUMBER...used to be able on all other CRM's ive used
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Gretchen von Rochow
Would also love to have the phone number associated with Contact populate at the top of the invoice (maybe instead of or in addition to the other address option). Having to click on Edit and scroll down to find the name while in an invoice is cumbersome, as is having to click out to go to Contacts and search...Thanks for your consideration.
Grace Hopkins
Yes! This actually came up this week. A message I couldn’t understand.