Searching for contacts on the mobile app
When looking to create a record for an existing customer is there a way to do a type ahead rather than scrolling through hundreds of customer names?
Forum Discussion
Hi Montgomery,
Do you currently have a table report with all of your customers on it? If so it is possible to use the search on mobile at the top of a table report to narrow down your report, it sadly isn't type ahead but you can clear out a search and try again if you don't get what you are looking for which is better then having to browse through the whole list. When you first enter a table report on mobile the search is tucked up under the header by default and you just have to pull down on the report page to get it to display. Does that help at all?
Do you currently have a table report with all of your customers on it? If so it is possible to use the search on mobile at the top of a table report to narrow down your report, it sadly isn't type ahead but you can clear out a search and try again if you don't get what you are looking for which is better then having to browse through the whole list. When you first enter a table report on mobile the search is tucked up under the header by default and you just have to pull down on the report page to get it to display. Does that help at all?
- Thank you Evan that does get me there
- Awesome, I am glad to hear it!
