Easier search of participants
when entering participants, i wish the name you entered stays in the field when you toggle from user to contact
Not clearing the search proved tricky, but we added an “All” type for participants to miminize the need for choosing between types.
2 commentsComments are closed
Jason Wall commented
I Agree. What would work best would be to have a generic box that isn't allocated to a type of contact and when you start typing a name then it would just show a list of all contacts with those characters included as well as displaying the type of contact that name is allocated to.
Essentially, this should be just like selecting an item to add to an opportunity. It uses the whole contact database and displays contacts that match the name regardless of their contact status.
Colin Parnell commented
In create discussion, have add participants in two boxes, one with add user (seems to default) and one with add contact, as like me, I would expect most of the time you would add a contact, so it is an annoyance to have to change the drop down every time.