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Add the ability to search for a specific contact name without knowing what Employer they are tied to

Feature Suggestions

Right now, best I can see, is we need to run the "Employer Contacts" report each time and search in there.

Posted by Joan Swiezynski ·
Status: Completed5 comments

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Comments5

  • John Lohr

    Team•

    Jul 18, 2023

    Deploying this change now. There will now be a View All Contacts button on the Employers screen that will allow you to search for a any contact.

  • Joan Swiezynski

    •

    Mar 24, 2023

    Example case is when we have a parent company that is not representative of the individual organizations which actually do the hiring.

    Example: Mark Knutson owner of Pop's Kettle Korn is listed under his LLC MAK Venturers which folks on our end always forget.  

  • Cameron Kolick

    Team•

    Mar 22, 2023

    We would need to know a use case before devoting development time to this item.

  • John Lohr

    Team•

    Mar 2, 2023

    It seems like the best way to accomplish this would be to add an option to view all employer contacts using the existing modal (but also show a column for the employer). If we go this route, it would be nice to also add the total number of contacts. Charts could also be added for Opportunity Types, Tags, Involvement, or other useful information.

  • John Lohr

    Team•

    Mar 1, 2023

    I think is a valid point, but I guess it would be helpful to know why you would need to search for a contact without knowing what employer they work for? I could see this happening occasionally but not very often.