Nov 23, 2012 · I want to be able to search (i.e. lookup) a contact quickly. The only way I know how to do it at the moment is: 1/ Click on the contacts tab.

Apr 5, 2018 · Is there a way to search all contacts by first letter of first name and first letter of last name?

... Lookup Search (Default) column in the table. Example When searching for a record using a phone number, enter a complete number. Searching for part ...

The only way for you to find Contacts at a particular Account, or across multiple Accounts of the same name, is to use Reports or Views. This is very ...

Jul 10, 2023 · My question is, is it possible to edit the parameters of the SalesForce CTI lookup in order to incorporate additional contact\account ...

May 26, 2023 · Everything you're suggesting is possible in Make. On your first point, there are two ways of solving this. You could search for the Contact and ...

When adding contacts to list emails, sales reps can now search based on account fields. These added search options make it easier and faster to find the r.

Jun 20, 2022 · I as the administrator am able to view the contact in my list view. Situation 3: Sales reps are unable to locate a specific contact via lookup ...