Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!
Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute task. And I have to do this over and over each month
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Andres Dieterich
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Hi:
Maybe you are not using the Integration Features for "combine" all the clients and providers on just one Data base.
You need to go to: Configurarion - Integrations.Regards