CloudLink Ideas Portal

Ability to Search Customers using a Division Filter

We have multiple divisions some that use different customer numbers for a customer than the others. When searching for customers in Saleslink Flex, you get all division results and have to click into the Customer profile to see what divisions that customer number is associated with. It would be great to add a filter in the customer search feature to select which division you want results for.

  • Sarah Cenedella
  • Aug 30 2024
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save minutes of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Reps leaving activities on the wrong division, able to access correct customers more quickly

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