Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Need an advance search option to show primary contacts of organizational records

When searching for an organization record, it could be that 4 with the same name show up, some with different addresses which helps distinguish them but some the same.  What would really help me find the record I'm looking for is to be able to see the primary contact field.  

I was hoping there was a way to personalize the view of the search results.  Once I've found the 4 records for Stop & Shop - I would remove the "constituent type" field (if I had to keep the fields to a limited number) and add "primary contact.  Then I could choose the one with the primary contact I sought.

  • Jennifer Dudley
  • Dec 14 2017
Constituent Records
Customer references Back office
  • Attach files

Related ideas