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Status Already exists
Categories Desktop & Hosted
Created by Guest
Created on Aug 1, 2018

Caller Id quick phone number search

Quick phone number search to use with caller id so you can bring up customers details before you answer the phone

  • ADMIN RESPONSE
    Aug 6, 2018

    Unfortunately we will not be implementing additional search functionality on top of the Customer Centre > Customer Field > Phone field search and the Find > Phone field search. 

     

    For this to work correctly the format of the phone numbers in your customer list and your search format must be identical. ie. 0499 000111 and 0499000111 are not the same string and hence will not match. 

    Another, possibly faster method, is to save your contacts to a pdf, and use your pdf tool's search function. Note that the same matching issues may still exist depending on your tools advanced search options. 

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