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New Contacts Search Enhancement
New Contacts Search Enhancement
Updated over 7 months ago

There is a new enhancement that allows users to search for Contacts without knowing the Company Name as per the below screenshot example:
Search by Contact Name (not by company name) in the Case List/Contacts Tab (as per the below screenshot example):

Search_by_Contact_Name.png

This feature is also available when creating a new case in the new Case Wizard under the 3 below sections:
โ€‹Employer Contacts search in the Employment details section (as per the screenshot example below):

Contacts_search_in_the_Employment_details.png

The Referrer Contacts Search in the Referral details section (as per the below screenshot example):

Contacts_Search_in_the_Referral_details_section.png

The Bill to Company Contacts Search in the Bill to Company section (as per the below screenshot example):

Contacts_Search_in_the_Bill_to_Company_section.png
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