On the Activity search, include an 'any' option
On the Activity search, include an 'any' option
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Lynne Macdonald
commented
It would be extremely useful to search Actions across Candidates, Contacts and Companies, with the ability to save those searches for future use. This would help consultants quickly build targeted lists for business development, candidate engagement and relationship management directly within Firefish.
Currently, this requires exporting data to Excel and manually manipulating reports, which is time-consuming and takes consultants away from Firefish into spreadsheets. Keeping this functionality within the CRM would improve efficiency, encourage user adoption and make it easier for consultants to work from live data.