Searching for a contact

Julie Nardello

• 21 August 2023 22:23

"Wishlist" request.

1. It would be wonderful to be able to search on a contact with only part of their name:

For example,  John Peter Jones.
If when searching John Jones nothing comes up. searching on John or Jones is NOT helpful as they are common names, so I then have to change screens OR know his middle name to be able to use the top left search field. 

2. Also the following fields using ACN would also make navigation much faster (sometimes I have the ACN already copied).  

• Left (Green) and Right (box) Search fields on the company page.
• When importing a company from ASIC - it is far more accurate to use an ACN than a company name.
• When ordering RA67s, or creating any form under "Prepare Agent Form" 

 

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  Andre Jones

  • 23 August 2023 01:13

  Hi Julie, 
  
  Thank you for getting in contact with us, 
  
  I have added these suggestions to our Wishlist for the product team's consideration for future improvements.
  
  Have a lovely day 

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  Julie Nardello

  • 23 August 2023 01:17

  Thank you Andre, much appreciated. 

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