If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Search all contact fields for client name

Lavi
Lavi Posts: 1

If I have a client that has a lot of entities, I would love to be able to search the contact list for their last name and all their entities come up.

for example, Joe Smith owns Yellow LLC, Blue LLC, Red LLC, etc.

if i search in the contact list for Smith, his llc's should pop up as well

2
2 votes

New Idea · Last Updated

Sign In or Register to comment.