Skip to Main Content
CRM Idea Center
Status Future consideration
Categories Accounts & Contacts
Created by Guest
Created on Aug 28, 2023

It would be nice to look up an account using keywords such as an address

there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on several occasions.

  • Attach files
  • Admin
    Alex Chesnutt
    Reply
    |
    Sep 8, 2023

    Hello!

    Thanks for submitting this idea! Would you be able to provide some more information around this request? Specifically, are you experiencing issues trying to locate accounts using the Marketscape CRM mobile app or are you using the desktop version?

    3 replies
4 MERGED

Adding ability to Search Accounts by Address in CRM Mobile APP

Merged
The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
Jill Cisco about 1 year ago in Accounts & Contacts 1 Future consideration