You're about to call on a customer and need their account number from your own system, but the company in Voze Pro doesn't show it. If your team connects Voze through Zapier, it's there now, and Find searches by it.
Teams that send their accounts into Voze through Zapier include the account ID from their own system. That ID wasn't reaching the Account ID field in Voze Pro, so reps couldn't see it on a company or search for it.
The account ID from your system shows on the company card in Voze Pro. When two locations share a name, the ID tells you which one you're standing in front of. Type the ID into Find and the right company comes up.
If you put account numbers in a company's name or memo field so you could find it, search by the ID instead. See what else reps can do in Voze for reps.
Heard something in the field we should fix? Tell your CSM or email support@voze.com. That's how a lot of these start.
New to Voze? See it in a demo.