Forum Discussion

Jan21's avatar
Jan21
New Member
11 years ago

Can you look up by Company instead of by Customer from within an Incident?

I want to be able to Delink a customer from an Incident and then link another customer to it. But I don't know the name of the Customer I want to link, but I know the Company that person is in. Can I do a look up by Company instead of by Customer from within an incident?  Currently I have to leave the incident and go to the Company to find the person's name I want to link.  
Question

1 Reply

  • Chris Andre's avatar
    Chris Andre
    New Member
    11 years ago
    Yes I think this is a real must, even if there is an option to link to a company instead of a particular person within that company as well. I am currently on the demo at the moment and ran into this exact issue (wanting to search via company instead of a users name).