Add Legal Name as a Searchable Field When Searching Deal Sheets

Is it possible to add account legal name as a “find” field in the deal sheet search box?

Our finance & legal team are on the system and occasionally need to search for accounts when all they have is the legal name (because that is what was listed on the contract). They can search from accounts now (that I’ve added it) but it would be nice to search for the legal name directly out of deal sheets if possible.



  • Lisa Beno
  • Jun 1 2017
  • Future consideration
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