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

  • 0
  • 1
  • Question
  • Updated 12 months ago
  • Answered
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 inevitable search all the contacts. It can even go TO the CRM app, because in each contact record, we've created a "Add Ticket" button that would take you back to the Help Desk App. But we JUST want the search bar on the Help Desk app, not the whole web page for Contact Search.
Photo of Drew Woods

Drew Woods

  • 270 Points 250 badge 2x thumb

Posted 12 months ago

  • 0
  • 1
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.