search

jessicalwood / UserFeedback2014-5

IdeasDB, PMs, UX running list
0 stars 0 forks source link

Build list with a "Blended" filter #226

Open jessicalaurawood opened 9 years ago

jessicalaurawood commented 9 years ago

https://na4.salesforce.com/ideas/viewIdea.apexp?id=08760000000GyBJ

jessicalaurawood commented 9 years ago

30 Points 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 Hide Section - Additional InformationAdditional Information 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. Comments Add Your Comment Edit | Del
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. Like Add Your Comment Comment

Last 100 Votes jessica.wood eeich kevin.cipollaro david.aldinger

jessicalaurawood commented 9 years ago

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.