Find any customer, technician or item in pickers on large accounts

When you choose a customer, technician, estimate, skill or pricebook item, the picker now searches your whole account. Records no longer go missing once you have more than 100 of them.

Steps

1. Open a picker, such as the customer field on a new job or estimate, or the assignee list in the inbox.
2. Start typing a name.
3. If the list is long, scroll down or choose Load more to see more results.
4. Select the record you need.

Result / verify

The record you searched for appears even on a large account. Where a list is shortened, the picker tells you so instead of leaving records out without saying.