Open jessicalaurawood opened 9 years ago
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Build list with a "Blended" filter Open
Give users the ability to see results in a "blended" format synonymous with the radial buttons in iSell's list build. Currently a list can only be build based on Contacts or Companies.
1 Comment » Posted by david.aldinger to Avention on 9/15/2014 1:26 PM
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Which customer(s) made this suggestion? Memjet Labels/The Davis Companies/NeoGrid
What customer impact would this have? Reduce their iSell use. Most will build a list in iSell then copy into Avention. This is a problem because the list now cannot be further filtered by Business Signals which was a hot point.
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eeich
10/3/2014 11:53 AM
Alliance of M & A Advisors ($191k/annually) just asked for the Blended feature as well. They need to still go after companies where we don't have a contact so the only way to do that is to export the company list and the contact list and filter in Excel. That uses up downloads and takes time.
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Last 100 Votes jessica.wood eeich kevin.cipollaro david.aldinger
UX comment:
Consider changing language in the old prototype for this from "Enable Multi-Search" to "Enable Blended Search" or similar. Still think right location is right under prims, not in busy filter/form nav area.
Per Chuck, the bigger problem is the poorly tuned search results on these heterogenous results. Not just a UI issue.
https://na4.salesforce.com/ideas/viewIdea.apexp?id=08760000000GyBJ