Forum Discussion
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!
4 Replies
- Rob_ElliottSilver Contributor
I would do this with a SharePoint list as the database but a Power Apps app as the front end. That way you can filter the list based on any number & combination of different parameters: name, company, job, gender, product etc etc.
Rob
Los Gallardos
Microsoft Power Automate Community Super User
Principal Consultant, Power Platform, WSP Global (and classic 1967 Morris Traveller driver)- CynapseCopper Contributor
Thank you for the reply, Rob. I'm definitely not familiar with Power Apps, I'm not sure I'm capable of setting something like that up.
- SteveHendyBrass Contributor
Index the column
- CynapseCopper Contributor
Thanks, Steve. I forgot to mention I have already attempted that. =\