Make organization name searchable
Answered
I don't know why this green organization name gets added to some leads (yes, I have auto organizations turned off), but it really causes problems when the name "MEI Group" on the left, moves over to the right and turns green. At that point, we can't find the lead by searching the organization name.
If I could find this lead by searching "Moore Excavation" that would eliminate the problem.
The same question
These two are only different if it was changed under the customer profile...but not the organization? (or vice versa) Is this the stem of the issue? Does this need to be updated to show that it's the same company/organization name on both? When you make the change on the lead to the company/org name it will ask you to update the profile...or create a new one. If its the same customer the update instead of creating a new. If the profile isn't updated by mistake then you would need to be sure these match afterwards to be able to search...what name should show for this organization?
These two are only different if it was changed under the customer profile...but not the organization? (or vice versa) Is this the stem of the issue? Does this need to be updated to show that it's the same company/organization name on both? When you make the change on the lead to the company/org name it will ask you to update the profile...or create a new one. If its the same customer the update instead of creating a new. If the profile isn't updated by mistake then you would need to be sure these match afterwards to be able to search...what name should show for this organization?
If these two should be different (maybe a department of the organization??) Then you would search for the organization first (under orgs) and then click on the customer info to get to the leads. This is because you can only search for the customer/org listed on the lead. Not the "umbrella" organization from the leads page.
If these two should be different (maybe a department of the organization??) Then you would search for the organization first (under orgs) and then click on the customer info to get to the leads. This is because you can only search for the customer/org listed on the lead. Not the "umbrella" organization from the leads page.
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