Filtered search function in CRM
planned
T
Trent Carter
IN M5 we use search function to pull lists of clients with particular common attributes, could be category, opportunity type, settlement date etc. While there is broad search bar i cant see there is a way to search for specific terms such as clients with settlement anniversary this month. M5 example pictured
S
Sarah
planned
S
Sarah
Hi Trent Carter - thanks for raising. The goal is to replicate existing functionality from Mercury 5 into the new platform, these filters included. We have a few more regularly used features to get through over the coming weeks but these filters we be replicated soon.