Smart Search to Create New Tickets | Voters

Smart Search to Create New Tickets

Conner Griffie

Some customers have multiple contacts depending on which location they are at. Being able to search for the company name instead of the contacts name and allowing the search results to populate all contacts for the company.

February 22, 2024

Payton Douglass

Merged in a post:

Create a ticket (Linked Customer Info)

Christopher Demuth

When I create a ticket for the customers by using the last name could you have it linked to search from the contacts Account # and Organization info too? I’m unable to locate customers Foreman/Son-in-laws info, unless I know first hand who to contact.

May 3, 2024

Payton Douglass

Merged in a post:

Create New Ticket - Search

Hayden Kitching

Ability to search for customer when creating a new ticket by Account #, External ID, or Organization name as well.

March 25, 2024

Payton Douglass

Merged in a post:

Smart Search Bar on Home Page

Ashlynn Spell

In the "create new ticket" contact search bar on the dashboard, the search needs to be "smarter". If you do not type in a contact name exactly right, it will not find it. For example, if someone goes by their middle name "John James Smith", and you type in James Smith it will not bring up that contact. It would also be nice to search by any information in the contact information, such as External ID.

March 25, 2024

Brandon Offenheiser

Agree with this comment 100%. If a customer's name is Wesley Smith and you search "wes smith", you will not get any results. Other names like Nick could be entered as Nick or Nicholas so I will search "ni smith" in other systems to ensure I find who I'm looking for, but in EC, this search will return no results either.

JGemus

We utilize the 'organization' field to put the customers company name, farm name, etc. in there - you're able to search by that