Vital CRM
Why can't I find all customers when searching for the company name in the "More criterias" section?

Even if a customer has multiple company data, only one company can be set as the primary company. When searching in the "More criterias > Company Name" section on the customer page, the results will only include customers with the selected company set as the "primary" company. If the searched company is not set as the primary company in the customer data, it will not be found when searching by company name.

For example, let's consider a customer with two companies: Company A and Company B, where Company A is set as the primary company.


If you search for "Company B" using the "More Criterias > Company Name" on the customer page, the mentioned customer will not be found in the results.

Even if a customer has multiple company data, only one company can be set as the primary company. When searching in the "More criterias > Company Name" section on the customer page, the results will only include customers with the selected company set as the "primary" company. If the searched company is not set as the primary company in the customer data, it will not be found when searching by company name.
https://faq.vitalyun.com/EN/CRM#4493