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Cynapse
Mar 26, 2026Occasional Reader
Trying to use Lists as a very basic CRM but having search issues
Hey All,
I have a small business I'm considering using Lists to track some very basic client info and build a client database that is accessible to all employees on the company SharePoint site (we use MS 365). Workflow would be something like:
- Client calls in
- Receptionist(s) answer
- If new client, create an entry with first/last name, phone #, email address, their spouse's name (if any) and a Notes section to jot down notes from the call.
- If current client, receptionist can use search to find client, make new notes, read previous notes, etc
That is basically it. I have this set up in Lists right now as a test with just two clients, each with a spouse. When I do a search for the person's name (Bill or Franklin), it returns a result. When I search for their spouses name (Susan), it returns nothing. I've run through the settings, reindexed the list, etc, and I just can't get a simple search to work.
Am I attempting to use this correctly? Both name columns are single line fields. TYIA for any input!
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