Searching for customer to attach to a new project.
Currently, in order to find a contact from Zoho CRM. The search only works if you start with the salutation if it exist then the first name followed by the last name.
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So, for example if we have a contact in the system with a salutation and like the following:
Mr. John Doe
In order to find this user in the Expense Project's Customer Name Look up field:
I would have to start the search with "Mr. John"
You can't find a user by last name the search returns nothing if I search for "Doe" or "John"
If the user has no salutation you can find the user by first name but your still unable to find them by last name.
It would be nice if the search results would return contacts by last name or first name regardless of any salutation or still display Mr. John Doe if I search for either "Mr." "John" or "Doe" currently I can only find this contact if I start my search with "Mr."
Hope this info helps,
Thomas
Topic Participants
Thomas Pursifull
Smriti Nair
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