On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.

I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching.

 

  • C O
  • May 24 2017
  • Reviewed: Voting Open
Reported Version 4.0
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  • Kristin Richardson commented
    December 18, 2019 13:45

    This should be done on ALL popups, for instance when linking revenue, as well.