Searching for records in a database is an extremely important component. Speedsearch should be the standard lookup tool in saleslogix for finding records as the standard lookup functionality at entity level is very limiting and unforgiving. However Speedsearch needs a complete overhaul as it is clumsy and it is not user friendly. Users want and expect the "Google" experience from a search function.
Downsides of Speedsearch
Features Wanted:
Preview screen needs to be overhauled for look and feel. It looks awful and some of it is not relevant. Fields shown on the preview screen needs to be configurable.
Where users do not have access to a record they can still see a match but are told they do not have access. This is actually a great feature as it means users have the ability to know a record is there and can discuss further with the account manager. However, I want the ability to allow a preview on the result for certain approved fields so the can get a basic understanding of a record in order to discuss further with the relevant account manager on potential duplicates or cross selling of sales opportunities etc.The search should be smart enough to ignore certain punctuation or spacing. For example, if I have a account called "A.B. Company" a search for "AB Company" or "A. B. Company" should find it. Likewise for "A&B Company" and "A & B Company"
If we really wanted to get clever with the search (and this shouldn't be to crazy a thing to ask as a software company I worked for had this functionality about 20 years ago), it had certain programmed things so that...
a search for the name "Bill" would also bring up "William"
a search for the name "Kathy" would also bring up "Cathy" and "Katherine"
This would be useful in looking up names for our customer support who has to get to the right person quickly on the phone.
Speedsearch is based on an OEM copy of DTSearch - So you "should" have all the capabilities of DT.. but you don't :-(
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