Change search type when clicking on favourite locations in Explorer Menu

Daniel Gillam

Status: Waiting for Votes

Currently, these can be achieved with a saved search query - Waiting for votes on this shortcut.

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over 1 year ago

When clicking on a favourite location from the explorer window, this shows the record assigned to this location.

This isn't relevant for all location types, it would be great to be able to set the option for which type of search this displays (e.g. Owned records / Created records/ contact records / etc..)

e.g. we have users have their organisation their favourite so they can quickly right click and select "Show Owned records" It would be great to be able to set this from the explorer menu, instead of assigned records of which there are none assigned to the organisation.

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locations

explorer

user experience

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Strider_1 over 1 year ago +1

Could also add in assigned actions and assigned activities. So much more scope for these sorts of functions that can enhance the user experience.

Strider_1 over 1 year ago

Could also add in assigned actions and assigned activities. So much more scope for these sorts of functions that can enhance the user experience.
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Daniel Gillam over 1 year ago

It would be great to be able to set this for both Desktop & Web interfaces.
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Change search type when clicking on favourite locations in Explorer Menu

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