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DrewWoods's avatar
DrewWoods
Qrew Cadet
7 years ago

Is it possible to search for a contact in the CRM app, but from the Help Desk Home Page?

When creating a Help Desk ticket, the contacts we associate with the tickets are from a table in another app, the CRM App. I'm just looking to put a search bar on the Help Desk home page, that would i...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
My suggestion would be to create a Sync table of the customers to replicate the customer table each hour into the app.  Then you can do your search very natively in the usual search box.