Search Phone Number LookUp Field / Email Lookup Field

Hello. Having the ability within CRM / Constituent Search window to lookup an individual by a phone number or email address would be helpful. In particular, if their contact information is not available. This applies to an / Organization search too. Thank you.
  • Guest
  • Nov 9 2015
  • Shipped
  • Attach files
  • Trit Mulligan commented
    27 Jul, 2016 05:58pm

    A constituent search can be configured in Administration, Search list Configuration.  Email and Phone are optional fields to add to the search.

  • +1