For advanced search - add first name and last name.

Now that etapestry has broken out the fields on the persona page, we more often use different account names and first and last names (example: company as account and CEO as first and last name). However, when you search the CEO's name, it rarely comes up because the system is searching account names.

  • Guest
  • Mar 6 2018
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  • Kelly Bricker commented
    09 Mar 16:55

    Yes! If we are trying to find a contact name under a business account, the database will sometimes return no results. We have to do an Advance Search to find their account, even when we know their name is already in eTapestry. It's very inefficient.