I recently noticed that the search field for company does not work correctly unless you enter the name EXACTLY as it is entered in salesmate. For example, if the name is “The City of Aledo” and you search for just “Aledo” then it gets no results. If you type in “The city of aledo” then it will find it. This makes it really hard to search in salesmate. I don’t think it use to be this way…Is there a solution?
It is becoming apparent to me that salesmate loses functionality when it gets over a certain number of records. We are at about 15,000 and it is becoming unmanageable. Have you heard this before?
Hi Rocky,
Thanks for bringing this to our attention. I understand how important reliable search functionality is, especially as your data grows.
We tested the company search on our end and it seems to be working as expected. However, if you’re still noticing that partial keywords aren’t returning results, we’d be happy to take a closer look at this for you.
Feel free to reach out to us via the in-app chat; we’re available 24x5 and can assist you in real-time to troubleshoot the issue.
Let us know how we can help further!
Maybe your not understanding the experience? “The City of Aledo” is a company in our salesmate customer list. If you search for “Aledo” then it will not find it (see screen shot above.)
If you search for “city of aledo” then you can see it.
Please understand that this is a very big deal. If we can not find clients in our CRM then why are we using a CRM at all? We are experiencing this with most entries that begin with “city of” and I suspect many other leads as well.