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#3136 - Archiving question- search results are unclear

Closed General Question created by info5 3 months ago

Hi,

I have a contact who creates lots of opportunities.

When i receive an email from the contact i would like to archive it against the opportunity record .

So when the email comes in I right click and choose >'SuiteCRM Archive'

This gives a popup window where i can search CRM records. But i cant figure out how to control the results>?

I've attached an image below which shows the issue : James does have two opportunities- but there is not enough info to choose one.

Capture.JPG

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    3 months ago

    Hi there,

    You could search for the opportunity number or subject instead which may give more information.

    Thanks,
    Mac

  2. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 months ago

    Hi there,

    Hopefully, this issue is resolved, I'll close this case over. If your issues continue, please let me know!

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