Hotlist should allow Searching on all Fields
Hotlist should allow Searching on Fields - including but not limited to : Action Plan Library, Activity/Subject, Case Number, Case Subject, Opportunity Objective, Priority, Resources etc
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Jon Arancio commented
In the windows version we were able to search for text in the subject. I think it would help to offer more searching but at least what was available in windows access should be present in web access.
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John Burrell commented
Using it even more I would also like to see a global edit capability on the Hotlist, with more fields able to be included from the Opportunity & Cases Basic fields & UDF's, in the Table Column views setup.
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Anonymous commented
This is essential. Without the ability to search your hotlist, it almost becomes useless.
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Jon Arancio commented
Comment from client:
Just as a matter of user input, I have to say one major flaw with the web version is that you cannot search your hotlist like you can in the windows version. I use the hotlist heavily, and not being able to search really kills it. -
John Burrell commented
What I'd like to achieve is having a central list of key tasks needing to be done, be they across Sales Opportunities, Service Cases, or anything else.