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New Idea

Search for Companies by number

Related products:Freshdesk
  • May 19, 2023
  • 1 reply
  • 42 views

Chris S.
Skilled Expert
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Use case:

You have a B2B-Freshdesk environment with a few thousands of contacts, and a few hundred of companies in it. Some of these companies have multiple buildings in multiple cities/countries.

All the companies have a number → a Customer Number per Location and CAN have multiple Contacts.

Now, you are mailing with a contact and find out that he/she is not connected to a company.

You want to add him/her, but when you tick in the name, you get all the 50 locations.

It would be a lot easier to search on the customer number, because you know that one by heart.

 

I've created a custom object with all the companies in it, but I can't search on these fields. I did a check with Partner support, and they told me that this was not possible.

So, the feature Request would be; make a custom field in the customer company fields searchable.

 

 

 

1 reply

karren-becker
Contributor
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The person is using a B2B-Freshdesk environment with numerous contacts and companies. Each company has a unique customer number per location and can have multiple contacts. They encountered an issue when trying to add a contact who is not associated with any company. When they search by name, they get results for all 50 locations of various companies, making it difficult to find the correct match.

They suggest adding a searchable custom field in the customer company fields to enable searching by the customer number, which would make the process easier. However, they were informed by Partner support that this feature is currently not possible. Thus, their request is to implement this feature to facilitate more efficient searches.