Contact duplicate search: Match by name separate from organization name

Contacts duplicate check search should not always search on Organization Name. Currently when the customer searches for a contact to match to, their search terms are checked against First Name, Last Name, ID, and Primary Organization Name. Customer almost always searches the contact's name, but often names like "Smith" can also be found in Organization names, which returns many irrelevant results (all contacts at all organizations with "Smith" in the name). Customer would like to be able to turn off the "Search by Organization Name" piece or make it easier to see only the contacts whose names match the search terms.

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  • Apr 25 2017
  • Reviewed: Voting Open
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